Our first review meeting is just an initial chat to talk about your finances. We'll review your pension plan(s) and any savings or investments you have. You may have important events that you need to plan for. Whatever your stage in life, we'll talk everything through with you.
We'll also chat about your financial needs and goals.
You may have important events that you need to plan for. For example you may want to help your children through university, help pay for a wedding, support a house purchase or need to look after elderly relatives.
Whatever your stage in life, we'll talk everything through with you.
We need to talk about how much risk you are willing to take to achieve your financial goals so we can build a plan you're comfortable with. We aim to strike a balance between risk and reward by understanding:
Once we've talked about all these points, we're able to understand your finances and goals and build your personal plan.
We typically give financial advice over two meetings, but this can be more or less depending on your advice needs. Here's more detail about each of the stages of our advice service;
This is an initial chat to talk about your finances. We'll review your pension plan(s) and any savings or investments you have.
We'll also chat about your financial needs and goals.
We’ll take all the information you’ve told us and build your personalised plan. It will cover your financial situation and recommend how to meet your financial goals.
We’ll arrange a second meeting to talk you through your plan and you can ask any questions you’d like.
Using our expertise, we'll create a plan that will aim to help you achieve security and your goals for the future. At this point we’d then present this plan to you.
If you’re happy to go ahead with our recommendations, we’ll help you set up your plan and chat about when this could be in place. As well as help you fill in any forms you need to complete.
There will be a charge if you decide to go ahead with our recommendations. Your adviser will discuss this with you.
Mr Richard L, July 23
Mr Richard L, July 23