HOW DOES IT WORK TO START WITH?

After you have read through our website, understood the IFA / client relationship and have reassured yourself with our FCA permissions, you may consider yourself ready for the next step.

We will arrange to visit you at your home or at work. Client visits are nationwide (and at our expense) and they allow us to see you on your terms, it also helps us achieve higher anti money laundering standards if we have seen the client at their home address.

This is a good chance for us all to understand what work may be needed. If we can't help you we will inform you at that meeting and no fee required.

Do not be concerned about geographical distance from our Herefordshire office as we will link our appointments to coincide with other clients we have in your area. From Perthshire through to Devon, we will have clients nearby so use the opportunity to see those clients on the same day that we see you.

You are always welcome to book an appointment at our offices located at our property, Park Lodge HR2 0HE.

SD Greenway Ltd are a busy practice with an established, long-term client base. We do not pitch for new business because that would take our time away from the ongoing servicing of our existing clients.

A lawyer would expect payment whether you followed their advice or not and we work with a similar approach. In other words, when you appoint us you employ our expertise and trust that we will deliver the right recommendations. It's odd to hear people suggest they want to obtain several recommendations before they decide which one to employ, they would not be able to get several solicitors to give you advice before you paid for just the one you liked the sound of the most.

We agree terms to be appointed before we provide advice, as it is the advice that is supplied in consideration of our fee. In most cases our fees are paid via deduction from the pension or investment being discussed, however you are welcome to pay via cheque or BACS if you would prefer.