We offer a service whereby all meetings are done via video meetings. The services offered and the fees are exactly the same as for our other clients.

We use screen sharing technology to develop your financial plan and answer all of your important financial questions.

Please let us know at the outset if you would like to opt for this service.

What our clients say
Joe has really made a huge difference. We now have a strategy and a plan that I understand. He expertly guided us through our financial review and provided the information and advice that means we have now planned the years ahead.
Mr S Randall