In the first instance, we’ll have a no-obligation chat over the phone, or face to face over coffee to establish how we could work together, and what it is you want to achieve.
The next stages are:
- Initial meeting – all about you, your goals and objectives
- Advice meeting – all about what I can do for you
- Review meetings
Between meetings I will analyse the information you have given me along with technical policy information if appropriate, and carefully put together your bespoke recommendation for discussion at our second meeting.
If you choose to go ahead with my recommendations at our second meeting, we will have ongoing review meetings as part of relationship based advice, at intervals of your choosing to ensure that you are on track to meet your financial goals, and that the plan we put in place is still the best plan for you, in light of any changes to legislation or changes in your circumstances.