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Financial planning process
The financial planning process

Preliminary Meeting

This is the free meeting that enables us to explain our service and assess whether or not we can help.  Our aim is to establish an ongoing client relationship rather than provide one-off service. The meeting gives you opportunity to decide whether you are comfortable with our business proposition.

 


Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Probity Consulting LLP is an appointed representative of IN Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 436186

Probity Consulting LLP
Registered Office Address: Boundary House 4 County Place Chelmsford CM2 0RE.
Registered in England, No. OC313926

 
The information contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK only.