Financial Advice -Initial consultations via zoom

Financial Advice -Initial consultations via zoom

Initial meetings are by appointment via zoom. This is an opportunity to discuss your requirements. You may already have a specific need you would like us to help you with, this could be independent advice on your retirement options, 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 Client Agreement and our Customer Privacy Notice which details our service options. Please read these as they provide important information that will help you understand how our independent advice process works. Please always ask questions about anything you do not understand.