We will generally give you advice at a face to face meeting, either at your home or at our offices. In exceptional circumstances we may give advice by telephone or via a digital medium (such as Skype).

We will always confirm any advice given to you in writing, by issuing you with a report called a ‘suitability report’. The suitability report is an outline of the recommendations made to you as a result of your meeting(s) with your adviser. It will also outline the reasons why any recommendations have been made. You should read this document carefully.