Consultations
The meeting path before any fee is due in full
Advice at Elm & Reed follows a repeatable rhythm so you know what happens between the first email and the final document.
- Enquiry. You tell us the decision ahead and which advice area fits. We confirm a fee range within two working days.
- Document pack. Carys sends a checklist—statements, pension forecasts, and protection policies—so the first meeting starts with facts.
- Discovery meeting. Ninety minutes in New Stanton or by video. We map priorities and flag missing information; no recommendations are finalised in this sitting for flagship reviews.
- Analysis & draft. We prepare the written plan or findings. You receive a draft to read before the second meeting.
- Refinement meeting. We adjust the plan together and agree the order of actions for the next twelve months.
- Follow-up call. Flagship reviews include one clarification call within thirty days of delivery.
What to bring
- Twelve months of day-to-day bank statements
- Latest workplace and personal pension statements
- Mortgage or rent details and any existing life or income protection
- A short list of decisions you need to make in the next year
Where we meet
In person at 762 Russell Street, New Stanton, or by secure video for clients elsewhere in the UK. Parking nearby is limited; allow a few extra minutes if you are driving.
