Discovery Meeting

Becoming A Client - The Discovery Meeting

Our initial meeting will be held at one of our offices. We will discuss your needs, requirements and plans. You will want to see if we are right for you, and vice-versa. After this meeting, which takes an hour or so, we can then both decide if we wish to move to the next stage.
Fee: There is no cost for this meeting, it’s at our expense.

Stage 2 is where we will spend time gathering all of your financial information. If you have a lot of existing plans this can take some time! We may ask you to sign authority forms which will allow us to access information on the plans you hold. Then we can see how appropriate they are for you.

In order for the initial meeting to be productive we will send you a starter pack via email.
Pease complete the simple form below to allow us to contact you and prepare.
*Compulsory items

* Indicates required field

Your Name *

First

Last

Your email address *

How did you hear about us? Were you referred by one of our clients? *

Main Tel No. *

Your Postcode *

Let us know how we can help you *

Do you have a current financial plan that you are following? *

The value of your current investments (approximately) *

Your Total Household Income (approximately) *

Your Current "Work" Status *

SUBMIT

You voluntarily choose to provide personal details to us via this website. Personal information will be treated as such by us and held in accordance with the appropriate date protection requirements. You agree that such a personal information may be used to provide you with details of services and products in writing, by email or by telephone.

In order for the initial meeting to be productive we will send you a starter pack via email.Pease complete the simple form below to allow us to contact you and prepare.*Compulsory items

In order for the initial meeting to be productive we will send you a starter pack via email.
Pease complete the simple form below to allow us to contact you and prepare.
*Compulsory items