The Practicalities:
We will invite you to an exploratory meeting at Hudson's
at which the features and benefits of our service will be
explained and demonstrated. The aim of this meeting will be to
decide whether we would be the right people to advise you and
whether our service would deliver to you significant value for
money. This meeting will not involve you in any charge or
obligation.
After assembling relevant data, a second meeting will be
arranged at which the first draft of your Financial Plan will be
prepared, with a schedule of recommended actions. This meeting
usually lasts 3-4 hours. Developing Financial Plans with
clients has been found to be far more effective than producing
‘reports’ to clients.
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