Our Relationship

Our first meeting places you under no obligation to take matters further forward if you do not wish to do so. It is an opportunity for us to start collating information regarding your financial affairs together with your current and future requirements. At the same time it is an opportunity for you to start finding out everything that you wish to know about TFMG and satisfy yourself that we can provide you with the breadth and depth of advice and guidance that you are seeking.

Once a first meeting has taken place we will both have a much clearer understanding of your requirements and if it is your wish to retain TFMG. At the Discovery meeting we will seek to fully complete one of our client financial questionnaires. The information that we obtain by completing this questionnaire will enable us to provide you with the advice and guidance that you require.

Subsequently, should you wish to retain us to advise you and act on your behalf, we will discuss and agree with you whether this is on either a fee and/or commission basis (See ‘How We Are Paid’).

The levels of service we offer can be found under ‘What we do’.