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1. INTRODUCTION

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.

  • The aim of the meeting is two-fold:
  • To ensure that you have received sufficient information from us to enable you to make an informed decision as to whether you wish to engage with us
  • To ensure we understand your objectives sufficiently to advise whether or not we are able to assist you

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.

Contact us now & we’ll be ready to help!

If you have any questions, then please do not hesitate to send us a message and one of our financial advisers will contact you.

HALCYON WEALTH LIMITED (Financial Conduct Authority No. 758949) is an appointed representative of Quilter Financial Planning Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Planning Limited and Quilter Mortgage Planning Limited are entered on the FCA register under reference 440703 and 440718. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.