Select a meeting

• Introduction

  30 minutes

  Introduction to financial planning and your adviser.Initial consultation fees are at our cost.

  Introduction to financial planning and your adviser.

  
  

  Initial consultation fees are at our cost.

• Financial Planning Meeting

  90 minutes

  At this meeting, we will be establishing your life goals, personal circumstances, aspirations and concerns.We will collect all relevant personal and financial data and establish your perceived risks.Please visit the link below ahead of our meeting to access our most up to date brochures detailing the full advice process.Brochures

  At this meeting, we will be establishing your life goals, personal circumstances, aspirations and concerns.

  
  

  We will collect all relevant personal and financial data and establish your perceived risks.

  
  

  Please visit the link below ahead of our meeting to access our most up to date brochures detailing the full advice process.

  
  

  Brochures

• Implementation Meeting

  60 minutes

  At this meeting, we will agree the plan toimplement the strategy to help you achieve your objectives over a given period of time.We will complete all relevant paperwork and to forward to your new product providers and discuss timeframes for full implementation

  At this meeting, we will agree the plan to

  implement the strategy to help you achieve your objectives over a given period of time.

  
  

  We will complete all relevant paperwork and to forward to your new product providers and discuss timeframes for full implementation

• Review Meeting

  30 minutes

  At this meeting, we will assess your strategy and implement the next steps in your plan. The Review will include the following:Your Issues - an update by you on issues requiring attentionInvestment Review - looking back on the last 12 months performanceInvestment Action Plan - looking forward & implementing any changes to investment strategyLiabilities Review - reviewing your interest rates & debt structuring arrangementsTaxation Update - reviewing opportunities & threats created by changes to taxation lawPensions Update - reviewing opportunities & threats created by changes to pension lawInsurance Review - providing a check of current levels of cover & policy wordingEstate Planning Review - ensuring your estate planning wishes are current & legally validThe Remove the Hassle Service - sorting through any paperwork received that confuses youFamily Review - discussing any financial issues affecting your family

  At this meeting, we will assess your strategy and implement the next steps in your plan. The Review will include the following:

  
  

  1. Your Issues - an update by you on issues requiring attention
  2. Investment Review - looking back on the last 12 months performance
  3. Investment Action Plan - looking forward & implementing any changes to investment strategy
  4. Liabilities Review - reviewing your interest rates & debt structuring arrangements
  5. Taxation Update - reviewing opportunities & threats created by changes to taxation law
  6. Pensions Update - reviewing opportunities & threats created by changes to pension law
  7. Insurance Review - providing a check of current levels of cover & policy wording
  8. Estate Planning Review - ensuring your estate planning wishes are current & legally valid
  9. The Remove the Hassle Service - sorting through any paperwork received that confuses you
  10. Family Review - discussing any financial issues affecting your family