The Discovery Meeting

You should never take advice from any man however well he knows his subject, unless he knows you. Thomas Pitt As obvious as it sounds, this stage is all about understanding what it is you want out of life; how you want your money to work towards achieving specific ambitions or to protect you from particular anxieties while also attempting to gain a comprehensive understanding of your financial position.

We will:

Discuss your financial position, collect financial data, review your financial documents and assimilate this information.
List outstanding information that we require from you.
Complete letters of authority to obtain accurate information from your existing product providers.
Agree some initial working 'assumptions' for the purpose of financial modelling.

By the end of the first consultation we should be in a position to agree next steps, give you an indication of service costs and timescales for the next stage.

The Discovery Meeting

Financial Health Check Client Experience