The first meeting is at our cost. This is an exploratory meeting for you to understand how we would work with you, and for us to get a clear understanding of your circumstances and objectives.
We can refer you to one of our trusted professional connections who can provide this service. Usually this would be a Solicitor or will writing specialist. Openwork accepts no responsibility for this aspect of our business. Will Writing & Power of Attorney are not regulated by the Financial Conduct Authority.
No. We are not Accountants, but we can refer you to a trusted qualified professional connection who can provide this service. We will also liaise with your Accountant when necessary throughout the financial planning process.