In order that we can keep in touch with our existing clients as much as possible, we are now offering a face-to-face service via all the usual digital appointment mediums. This allows Objective Wealth the opportunity to conduct face to face meetings in a more convenient manner than ever before. We are now rolling this service with the wider community in order that everyone has access to affordable financial advice.
Existing Objective Wealth Clients
If you are an existing client of Objective Wealth and would like to register for this service as you feel that it would benefit you, please contact John Wheatley here
Initial Consultation with Objective Wealth
At Objective Wealth, we recognise that your time is valuable and it is sometimes difficult to schedule a sit-down, face to face appointment, so we have introduced a digital service. This will give you the opportunity to outline your financial requirements and for us to provide an outline of how we can help you reach your financial objectives. This is done at a time and place that is convenient for you.
The idea is that we will be able to talk to you face-to-face, either through FaceTime, Skype or WhatsApp, and provide an initial consultation – which will last for 20 minutes or so – at no cost to you. If this initial consultation moves into a longer discussion, we can arrange for the time to be extended at a fixed fee of £75, where we will also provide a written outline of your requirements and what we can do to help.
If there is financial advice that we both agree is required, then we will also provide you with a quote for carrying out the work to achieve the goals outlined, with no obligation for us to carry out the work.