The Discovery Meeting

The Discovery Meeting

We will talk through your current circumstances and establish your financial planning requirements including:

  • Your goals and aspirations
  • Your objectives and needs
  • Your attitude to investment risk
  • The suitability of cash flow planning*

We will also provide you with a clear breakdown of all of our management and administration fees.

*Our sophisticated software indicates where your current financial habits will place you and your family  in the future. It shows us whether you are likely to meet your goals or helps us model what we will need to do to achieve them.