We are based in Wilton, near Salisbury, so can easily reach clients in Wiltshire, Hampshire and Dorset.
We prefer to meet our clients face to face as we believe it makes it an easier experience when talking frankly about your personal finances, so we will always recommend an initial face to face meeting.
However, if after that time people prefer a telephone or video call review, we are happy to do so.
Likewise, if you live a little further afield, we are happy to come to you for the initial meeting and annual reviews and we can carry out any interim discussion as best suits.
