Before you become a client, you will want to know who we are and the way that we operate, especially our approach to investment and how we would manage your portfolio.

It is equally important for us to know as much about you and your circumstances as possible, as the more we know, the better that we can use this information in the successful construction and management of your portfolio.

We therefore always like to have an initial "Tetley à Tetley" meeting so we can get to know one another. Please feel free to contact us to arrange a meeting or just to have a preliminary discussion.