Our first meeting with you is at our cost and without any obligation on your part. We think of this as a discovery meeting, where we learn about your aspirations and discover how we might be able to assist you with achieving your goals. Usually the meeting will take around 30 minutes to an hour.
2. INFORMATION GATHERING
In order for your Financial Planner to identify your needs and opportunities it is necessary to gather detailed financial information from you.
Once this ‘fact finding’ is complete, you and your Financial Planner can agree a firm set of objectives and put in motion a plan of action.
We may also ask you to sign letters of authority, which will enable us to investigate existing arrangements in greater detail.
4. RESEARCH & RECOMMENDATION
We will investigate any existing arrangements, research suitable products and prepare personalised recommendations.
A further meeting will take place to present these recommendations and answer any questions you may have. This is to ensure you are comfortable with the advice being given and understand the rationale behind it.
To ensure the advice remains accurate we will ask you to confirm that your circumstances have not changed since the information gathering stage.
5. ONGOING SERVICE
We pride ourselves on building long term relationships with our clients. Ongoing service is integral to meeting changes in circumstances, as your needs and objectives evolve.
This ongoing relationship will be on the basis agreed with your Financial Planner and details of our ongoing service costs will be agreed with you.