Initial meeting
At this free consultation, we listen to your financial requirements and we explain the full range of our services and fees (we do not at this stage, give advice).
Tailored to you
It starts with a conversation
Compliance checks
If you decide to become a client, we will carry out the required FCA checks and complete the related documentation.
Suitability letter
We provide a jargon free letter explaining in detail our advice. In that letter we cover “the How, the Why and the When”.
Implementation and ongoing review
Once you’re happy with the plan, we execute it and schedule periodic reviews to adjust our advice as your circumstances change.
WHAT OUR CLIENTS SAY
“Hamilton Financial have managed my affairs very well over many years. They have explained what they are doing with patience and kindness to someone who is financially hopeless.”
Helping you navigate life's financial challenges with confidence
Head over to our Get in Touch page to see how we can support you, or schedule a meeting with us.