Nothing to lose, plenty to gain
We start with an introductory call. If we believe we may help, this is followed by one or two initial meetings with one of our directors, at our expense.
It’s about getting to know each other and building trust with a view to establishing a long-term relationship.
There is no obligation or anything to pay until services to be provided have been verbally agreed, confirmed in writing and signed by you to give your go ahead.
The pre-engagement discussions should always be helpful, whether or not we decide to move forward.
We’re happy to meet in person or remotely, using Microsoft Teams.
Although UK Covid precautions have been relaxed, we would be happy to take a lateral flow test before meeting and to wear a mask. Please ask us if you would prefer us to do so and/or if you wish to discuss our Covid policy with us before meeting.
Parking is available in the car park behind the office, accessed via Woodlands Road (see map below) by prior arrangement, or metered parking is available in front of the building.
There is disabled access including an entrance ramp and lift. Please let us know if you have any special requirements.
Would you like us to contact you?
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Would you like us to contact you?
0161 905 2575
Trusted Planning Ltd
Stamford House
Northenden Road
Sale
M33 2DH
enquiries@trustedplanning.co.uk
Trusted Planning Ltd, Chartered Financial Planners
The first British Standard BS:8577 certified IFA firm in Greater Manchester