Contact
Request a callback or book an appointment directly with our team below.
What to expect
We go a step further for our clients. Contact us to see if we're the right fit.
1. Initial call
We ascertain what your needs are, and how Fordel may assist you. If agreeable with you, we schedule an initial meeting.
2. First meeting
Taking place in person or via video call, we discuss the options open to help you reach your goals.
3. Evaluation and proposal
We conduct an analysis and evaluation of your current financial situation and investment requirements, resulting in a tailored proposal for your consideration.
4. Second meeting
To formally discuss your Proposal, ensure we have properly understood your goals, and give confidence that the plan presented can deliver a financial future built around you.
5. Implementation
We welcome you as a valued client of Fordel, and bring your financial plan to life.
1. Initial call
We ascertain what your needs are, and how Fordel may assist you. If agreeable with you, we schedule an initial meeting.
2. First meeting
Taking place in person or via video call, we discuss the options open to help you reach your goals.
3. Evaluation and proposal
We conduct an analysis and evaluation of your current financial situation and investment requirements, resulting in a tailored proposal for your consideration.
4. Second meeting
To formally discuss your Proposal, ensure we have properly understood your goals, and give confidence that the plan presented can deliver a financial future built around you.
5. Implementation
We welcome you as a valued client of Fordel, and bring your financial plan to life.