Prepare for your initial meeting
Once your appointment is booked, we will send you a brief questionnaire to complete prior to your meeting. This helps us understand more about you and your current situation. We’ll also provide you with a list of documents and information that would be helpful to bring to your appointment.
At your first appointment
The focus of the initial meeting is to learn about you. We’ll discuss your goals, your lifestyle, what’s important to you, and we’ll talk through your current financial situation.
It’s also an opportunity for you to get to know more about us. We’ll discuss the way that we work with our clients and we’ll also discuss the fee structure and your payment options. Naturally we only work with you as a client where we’re in a position to add significant value to your situation.
Often there is a need for a follow up meeting or telephone discussions. To create a plan that’s as individual as you are means that we need to check carefully that all relevant matters and considerations are taken into account.
Prior to designing your strategy we’ll come back to you with a personalised engagement letter. This reflects back to you our understanding of your needs and the areas that are most important at this time. We’ll outline the professional fee that applies for us to prepare your plan.
After meeting with us, learning about how we can help, and receiving our engagement letter you’ll then be in a position to decide if we’re the people to help you reach for the life you deserve.
Throughout the process, you can expect a high level of personal support from our team – both in the time we spend with you and the time we spend behind the scenes on your behalf.