Questions and answers

Read the six service descriptions first; each one states the question it answers and the question it does not. If two look equally close, that is what the introductory consultation is for – it carries no charge, and it ends either with a scope worth agreeing or with a plain statement that none of the six fits. Nobody is asked to choose correctly before speaking to anyone.

The introductory consultation carries no charge and that is fixed. Portfolio review is quoted in that consultation once its scope is known, and the remaining four are custom scope, which means the fee follows the work rather than a list. Whatever the figure is, it is put in writing and agreed before anything starts. No fee is ever added afterwards for work that was not agreed first.

It suits anyone with a question about money that has not yet been framed as a task, including someone who is only deciding whether to use a wealth manager at all. It runs about forty-five minutes, in the rooms or by telephone, and nothing needs to be prepared. What it will not do is answer the question itself; that belongs to whichever of the five paid services fits.

Yes. The contact form has a message field, and naming a preference there is enough. The practice is small, so the person who takes the first conversation is usually the person who does the work, but availability is confirmed in the reply rather than assumed. If the preference cannot be met, that is said plainly and the alternative is named before anything is agreed.

No. Every Book action on this site opens the contact page, and the contact form sends a written enquiry – nothing on these pages reserves a time or holds one open. A time is agreed afterwards, in a reply, once the practice has read what was sent and checked whether the question is one of the six services at all.

Enquiries are read during office hours – Monday to Friday, nine to six, with Saturday by confirmed arrangement – so a message sent on Sunday is read on Monday. The reply comes by email to the address given on the form, from the person who would take the first conversation. If a telephone number was left, that is used instead where it is quicker.

By replying to the email thread the arrangement was made in, or by sending a fresh message through the contact form. Either reaches the same place. There is no cancellation charge on an introductory consultation, and on agreed work the position is whatever the written scope says, which is why the scope says it before the work begins rather than afterwards.

Nothing, for the introductory consultation. It is easier to hear the question in plain words than to read a folder about it. For paid work the practice will ask for specific documents once the scope is set, and it will ask for them by name. Anything sensitive is exchanged through an agreed route rather than an ordinary website message or an email attachment.

Account numbers, balances, tax identification numbers, scanned statements and copies of identity documents. The contact form asks for none of them and the practice will not ask for them by that route either. A message describing the question in general terms is enough to begin; the detail is collected later, once there is an agreed scope and an agreed way to send it.

On the Privacy page, which sets out exactly what the contact form collects – a name, an email address, an optional telephone number, the service selected and the message – and what the subscribe form collects, which is an email address and nothing else. It also says how long each is kept and how to ask for either to be removed.