About Us
Initial meetings are by appointment. This is an opportunity to discuss your requirements. You may already have a specific need you would like us to help you with, it could be borrowing to buy a new home, saving for retirement or protecting your income in case you fall ill. Whatever it is, we can discuss your needs in detail.
It will help to have knowledge of your personal information. For example, details of any partner, children or other dependants, your employment status, how much you earn, what income tax rate you pay, and what financial products you already have.
Consider how you feel about risk. If your aim involves saving or investing, is it important you do not risk any of your original capital? Or are you willing to risk your capital for the chance of a bigger return?
During the meeting we will provide you with our Key Facts documents about our services. Read them, it is important information that will help you to understand the advice process. Please always ask questions about anything you do not understand.