An hour of our time. No charge, no obligation.

What to expect from a free consultation

The initial meeting is genuinely no-obligation. It's a chance for us to understand where you are and what you're trying to achieve, and for you to work out whether Metritá is the right fit for you. Nothing is signed, nothing is charged, and you don't have to decide anything on the day.

Here's what typically happens:

• You tell us a bit about your situation — your circumstances, what you're worried about, what you're hoping to achieve.
• We ask questions to understand the detail — income, family, existing pensions and investments, timeframes, attitude to risk.
• We give you our initial honest view: whether we think we can add value, what the likely areas of focus would be, and what next steps might look like.
• We explain how our fees work, in plain English, before you commit to anything.
• You go away and decide whether you'd like to work with us.

If we go ahead after the initial meeting, we'll produce a written analysis of your position and a set of clear recommendations, agreed with you before any changes are made. Fees are always agreed in writing upfront.

What to bring

Nothing formal for the initial conversation — a rough sense of your position is enough. For a follow-up meeting we'd typically want to see recent statements for any pensions, investments or protection policies you already hold, and a note of your income and outgoings. We'll ask for what we need at the time.

Documents you'll see from us

If you decide to engage us after the initial consultation, we'll walk you through the appropriate client agreement — the one that sets out how we work together and what our fees are. You're welcome to read them beforehand:

• Personal Client Agreement (PDF ↗) — for financial planning, investment and pension advice.
• Mortgage & Protection Agreement (PDF ↗) — for mortgage and protection advice.

For a full list of the regulatory policies that govern how we advise you, see our important documents page.