How we work
Actually, this could become a very big page - because how we work varies as much as the people we work for.
For example, lots of people have a pretty good idea of what they want long before they get to us. That makes life easy because we can then focus on exactly what it is you want to discuss (although if we think there is a huge elephant in your (financial) room we'll be sure to tell you about it).
Alternatively, you may just have this nagging feeling that your finances might not be as well organised as you'd like but aren't sure why. That's ok too. We will happily sit down with you and go through the details and share our views.
Still other people don't even want to show up at our door at all - they prefer to do their business all by email (or possibly even by smartphone).
Whichever way it is, we call that first stage 'fact-finding'. It's basically us asking loads of questions to find out how we can best help you - although you can, of course, ask us loads of questions too if you like.
This initial stage is free - no it really is. No catches, no tricks (but no lunch - because, as you'll have probably heard, there's no such thing as one of those for free)
At the end of that initial stage, we should know enough about you to be able to say what we feel we can do for you and how much the process is going to cost. Oh, and by the way, if we can't help you we'll tell you straight out, then and there.
We're independent advisers so we have access to a pretty huge universe of financial information and products. Rest assured, if there's a solution out there, those smart financial bloodhounds at Park will find it.