Initial Meeting

The cost of your initial meeting with an AWA Wealth Management Financial Planner is covered by us and provided without obligation. It is at this meeting that you will be able to find out about us and decide whether you will benefit from using our services.

Assuming you’d like us to work with you, at this stage we may agree a fixed fee for our next meetings and actions (where we will proceed to gather detailed information about your circumstances and objectives, conduct research or analysis and prepare and present an outline plan for you. You can find further details about this on our services page.) We may also work on hourly rates on request – if you feel this approach would be suitable for your needs, please ask for our current rates.