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Great, now let's get you booked in.

First, we're going to ask a few questions to make sure we can help.

Are you currently a UK resident or are you soon to be one?

We'd love to help, but as you're not currently a UK resident we aren't able to work with you at this time.

If your circumstances change, we'd be delighted to hear from you again.

In the meantime, you could try or which are services designed to help you find an adviser who can work with you.

What is your approximate level of investable wealth?

What is your approximate level of household income before tax?

Household income

The fixed costs for getting advice often start from £2,000 per year, which is a lot of money if you're at the start of your investing journey or regularly investing smaller amounts.

Based on your responses, it appears the costs of advice may outweigh the value of the benefits you'd be likely to receive and it may not make sense to proceed further right now.

Typically, at this stage in your journey the most important things are budgeting, regular savings, and investing into low cost, broadly diversified index tracking funds.

Are you open to a long-term partnership across financial planning and investment management, or are you just looking for help with a one-off project?

We'd love to help, but we won't usually work with clients on a one-off basis for financial planning. Financial planning is not an event.

It's an ongoing process that should continually evolve over time. Because your life continually changes, it can't be a 'set it and forget it' process.

We believe that the real value of financial advice comes from the relationship and trust that is built up over years of working together.

Which is why we have set ourselves up to form long-term relationships with our clients.

You can read more about our approach .

If you're set on seeking one-off advice, we'd suggest you use or . These are services designed to help you find an adviser who will be able to work with you.