A free consultation with a Clarity financial adviser is a great opportunity for you to try financial advice without worrying about any potential charges. People are sometimes hesitant to contact professional advisers because they mistakenly think they’ll be charged a fee for everything.
You also get the chance to understand how our service can help you and know precisely what any costs may be. In other words, it helps you to be clear about the benefits of financial advice and whether you want to use our services.
What can you expect?
Your complimentary consultation with a Clarity adviser can last up to one hour and be conducted over the phone or in person, whichever is most convenient for you.
- No obligation. There is no cost or obligation to proceed any further.
- Friendly and informal. There is no set agenda so you can ask questions on any financial subject. The adviser will simply start by asking how he/she can help you.
- No selling, no pressure. There are no documents to be signed and absolutely no pressure to take things further at any time.
After the consultation you can either arrange your first advice session or take more time to think about it. You are under no obligation to proceed any further than your free consultation.
Preparing for your consultation
Whether you are meeting an adviser in person or over the phone, the only preparation required is simply to have any relevant documents to hand and an idea of the questions or topics you would like to discuss.
Please note that a free consultation will not involve an in-depth analysis of your finances and won’t result in any specific or personal recommendations.
How to book your free consultation
To arrange your free consultation with a Clarity independent financial adviser, please call us on 01246 439228 during normal office hours.