Where are you now?

Our initial meeting is mostly conducted over two appointments. The first is really a ‘getting to know you’ meeting, where both adviser and client confirm we would like to work with each other, whilst then we outline the process described below in some detail. We will gather basic information but will send you away to gather all the information that is required for us to prepare the right advice for you.

Having a clear understanding of your real financial position is vital. Many client’s financial situation is complicated and confusing and the process of gathering all your financial details into one location allows both you and us to see the true picture. This is what we call the ‘ground zero’ of your financial plan.
During this meeting we will review and discuss your current financial position including:

  • Assets & Liabilities
  • Income and Expenses
  • Estate plan
  • Insurances
  • Investment experience and attitudes