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Accessibility Statement

What can I expect at my free consultation?

Most people receive their free consultations over the telephone. You can discuss what is best for you with the adviser.  

During the consultation, the adviser will ask you about:

  • your current situation
  • what you would like to achieve
  • your assets, income and outgoings
  • Lasting Power of Attorney.

It would be helpful to get this information ready before the consultation, as well as any information relating to care fees. Don’t worry if you are not able to find this information. 

The adviser will explain your available options and outline the next steps, including the cost of any future advice, should you wish to proceed. It will be entirely your choice.


Last updated: 30 April 2024