Walsh & Co                                                                     Helping You to take control!
Independent Financial Planners



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How do you get started?

1.

Call for more information or to arrange an initial meeting.

Walsh & Co
Independent Financial Planners
977 London Road
Leigh on Sea
Essex
SS9 3LB
 
Tel: 01702 476800  Fax: 01702 476440  e-mail: info@walshifp.co.uk 
 
Directions to our office:  Map

2.

 Fill out our Confidential Client Information Sheet.

Complete the confidential client information sheet and return it to us at least one daybefore our meeting is to take place.  If you need a copy of the information sheet to be sent to you by post or fax please let us know.

You can return the information sheet by either post, fax or e-mail.
   

3.

Come to Initial Meeting.

This first meeting is informal and allows you to get to know us and to determine if you are comfortable with our services. Before agreeing to use our services, you should feel confident and comfortable that we are able to provide the guidance you are seeking. At the same time, we are looking to understand your needs and to determine if we can provide the service you are looking for. This is accomplished by asking various questions concerning your goals, desires and finances. A fee for the service will be quoted at the end of the meeting, so you can make an informed decision about engaging our service .

There is never a charge for our initial "get acquainted" meeting and you are under no oblation to engage us to act for you. 

Why not get started today?  Give us a call at 01702 476800 to arrange an appointment!

 

Walsh & Co
Independent Financial Planners
977 London Road
Leigh on Sea
Essex
SS9 3LB
Tel: 01702 476800
e-mail - info@walshifp.co.uk

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