At this first meeting, which can be conducted face to face, in one of our offices or via video or telephone call, we will collect information about you and your finances. This will include discussing your current financial position and your longer-term needs and overall financial goals.
It’s important for us to understand your expectations and personal situation so we can offer the best advice and recommendations.
Analysis and Review
After this initial meeting, we will contact the providers of your existing plans, should you have any, to gather further information so we can complete an analysis of your current position. Our expert team will analyse your plans and finances, considering your attitude to investment risk, and create a plan to help to achieve your objectives.
We will arrange a second meeting, where we will present our advice and give you a formal report detailing why we feel these recommendations are appropriate for you.Contact Us