An initial 15-minute informal discussion to learn about you and your circumstances to see if we, at Chartered Capital, might be a good fit for you at this time. At the end of this call, we will make a mutual decision as to whether or not there is merit in proceeding with a more detailed face to face conversation (either in person or over a virtual coffee, through Zoom), about your financial goals and aspirations.
This initial call is entirely at our complementary. If for some reason we believe that we are not a good fit for you or your circumstances, we will happily point you in the direction whom we feel might be better placed to help you.