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.
Whilst the pandemic continues, our policy is to take a lateral flow test before meeting to minimise the risk of us passing on Covid to our clients.
We would discuss our Covid policy when arranging the 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?
0161 905 2575
Trusted Planning Ltd
Trusted Planning Ltd, Chartered Financial Planners
The only British Standard BS:8577 certified IFA firm in Greater Manchester