We respond and confirm the right point of contact.
A short call to confirm objectives, constraints, and sensitivities.
If appropriate, we propose a fixed-scope Risk Review as the first step.
Confidentiality and independence
Confidentiality is standard. We operate vendor-neutral and free from supplier influence. Where required, we are comfortable working under NDA.
For advisors and introducers
If you are introducing Fidare to a client, include any context you feel comfortable sharing. We will protect your relationship and keep the process low-friction.