Menzies Wealth Management is a subsidiary company of the Menzies Group, providing independent financial planning advice to both private and corporate clients. We are not tied to any institution and are therefore able to offer our clients independent financial advice across the whole of the market without any bias towards one or more product providers. We employ professional and highly qualified Financial Planners, all of whom are supported by our experienced relationship management and administration teams. We are committed to providing our clients with financial planning advice specifically tailored to their circumstances and seek to understand in detail their needs, goals and objectives, prior to providing any form of advice or recommendation. We believe in the importance of on-going reviews so that we may take full account of any changes to your personal and financial life and adapt our advice accordingly. As part of our engagement with any new client, our initial meeting would be exploratory, providing an opportunity for us to get to know you and importantly, for you to get to know us. Our first meeting is free of charge without any further obligation upon either you or Menzies Wealth Management. Any subsequent work resulting from this meeting would be subject to our advice fees which will be fully disclosed and agreed with you in advance of any work being undertaken.