Right Fit & Discovery Meeting

The first time we meet clients is usually quite relaxed and it is here that we’ll explore your Bigger Picture

Are we right for you – can we help you achieve what you want to?

We’ll talk about your concerns, values, goals, desired future lifestyle and ambitions. We will also seek to understand your current financial position, assets, liabilities, income and expenditure.

We pride ourselves on working with people where we can add value.

Plan

We’ll go away for typically 7 to 10 working days, do lots of analysis, and then invite you in to present your new plan.

We’ll talk you through it, and structure your advice in terms of risk, investment, tax and legacy.

Then we’ll give you all the detail you need to take away.

Make it happen

When you’ve had the opportunity to read and understand your plan, we’ll meet again to answer any questions, and to agree what’s next.

Once you’re happy with everything that we’ve proposed, our team will get to work to make things happen.

Progress

Your situation will change over time. So your plan needs to evolve to keep you on track to achieve everything that’s important to you.

We’ll meet you every year – more often if needed. We’ll communicate with you regularly so you’ll know we’ve got you covered.