The initial meeting is entirely at our expense. It's an ideal opportunity to see whether 20:20 is right for you. We’ll complete a fact find and discuss your financial objectives, establish whether I can add value, and give you an idea of costs. 

If we’re lucky enough to have you as a client, we’ll get to work on a report. This is a bespoke financial plan. We then review the report together to ensure you are comfortable with every detail. This could be in person, over the phone or via video call. 

When everything is agreed upon, we implement your plan and monitor your financial progress during our annual review process.