We are usually introduced to new cases through a referral from an existing advisor to the business.
We value our relationships with business advisors. When referred by an advisor we look to provide a thorough and pragmatic professional opinion on the situation facing the client, with no hard sell whatsoever. We find that this approach promotes a lasting business referral relationship.
We will take part in meetings at no charge on a confidential no obligation basis. In most cases we find that:
We advocate business reciprocity and in most cases where we are formally engaged the assistance of the current advisor is required, and remunerated accordingly.