Pension & Investment Meeting

What to Expect

On receiving a new enquiry we offer a no obligation preliminary meeting that usually lasts 1-2 hour. There is not usually any charge for this meeting.

This will give us the opportunity to further outline the services we provide and answer any initial questions you may have in relation to these.

During the meeting we will complete a confidential financial review / Fact Find document to assess your needs and objectives, and discuss these in more detail.

Following this if we are able to assist with your requirements and recommend a suitable solution, your adviser will discuss on an individual basis how we will be remunerated for our services should we be instructed to proceed.

If you decide to proceed, your advisor will collect the relevant information and documents to proceed with the agreed product(s).