The First Meeting
What to Expect
The first step is a preliminary meeting that usually lasts 30min – 1 hour.
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.
You will be provided with all of our initial documentation and information.
During the meeting we will complete a confidential financial review and complete a ‘Fact Find’ document to assess your situation, needs and objectives.
Outline of areas discussed;
- Name/DOB/Marital Status
- Address History
- Employment History
- Existing arrangements
- Current and future expenditure
It is worthwhile at this meeting to have to hand things like payslips, bank statements, benefits statements, accounts for self-employed and directors, debt details, outgoings details (mandatory & discretionary).