An agreed brief for each visit
Before attending, we agree the objective, questions, people involved and authority to act. Afterwards you receive an account of the meeting, actions and any decisions needed. I do not sign contracts or commit funds unless a separate lawful written authority specifically permits it.
Choose the support you need and build a short brief to discuss with Jack.
Try the consultancy brief builder ↗Agree the work before it begins
The first discussion establishes the objective, the people involved and the immediate decision. We then confirm whether I can help, what input is needed from other professionals and how updates will work. Any scope, fee or referral arrangement is explained before proceeding.
What to prepare
- Purpose of the engagement
- People and locations involved
- Questions and deadlines
- Required reporting and authority limits
You do not need every document before saying hello. Start with a short outline; detailed or sensitive records should follow through an agreed secure route.
Representation is coordination, not legal, tax or regulated investment advice. You retain the commercial decisions.
Your questions, answered
What should I send before a consultancy discussion?
Share the objective, current position, decision-makers and any immediate deadline. A concise brief helps establish whether coordination, UK representation or an introduction would be useful. You can explain the broad requirement first and agree a secure route for detailed information later.
How are deliverables and fees agreed?
The work should have a written scope setting out what will be done, what it depends on, reporting arrangements and fees. If the brief changes, the scope should be reviewed. An initial conversation does not appoint anyone to make investment decisions or enter into contracts for you.
Can consultancy run alongside a mortgage enquiry?
Yes, where the actual requirements fit, but the engagements remain distinct. Mortgage and protection advice is provided through Mortgage Force (UK) Ltd. Consultancy has its own agreed terms and does not replace regulated investment, legal or tax advice.
Scope described for initial enquiries. Any engagement is subject to a separate written agreement.