Initial Meeting
An initial meeting can be arranged at Ward Williams Financial Services Ltd at our cost and with no ongoing obligation. Usually held at our Weybridge office, the initial meeting starts as an informal discussion to see if we will be able to assist a client. Often the meeting develops into a full fact finding exercise.
At the initial meeting we will discuss the level of service we will provide, explain how the review process works and discuss our remuneration. Generally we work on a combination of fees and commission. We try and be as flexible as possible with regard to our remuneration and will arrange matters in a way that is most attractive for you and us.