During this first no-cost, no-obligation meeting, you and the company founder Phil Tetley will simply get to know each other better. Because finances are so personal, we believe it is very important that both parties feel comfortable that the relationship is a good fit.
We will use an established process to better understand what’s most important to you. Before making any recommendations, we’ll ask why you’re investing, what objectives you hope to achieve, and how comfortable you are with market fluctuations. We’ll discuss how you’ve made investment decisions in the past, and what changes you would potentially like to make to the process going forward.
The first meeting is also a basic introduction to what you can expect working with Tetley Investments. Given mutual agreement, we’ll then analyze where you’re at currently and provide more detailed analysis and recommendations. Should we ultimately decide to work together, you can trust that we’ll be by your side every step of the way.
It’s incredibly easy to get started. Please give us a call or fill out the form today to schedule your Free Consultation.