Wondering what happens in a financial adviser meeting?
Here’s how to get the most from your conversation and make sure you’re fully prepared.
Getting ahead of the game
To make the most of your financial planning consultation, it’s a good idea to gather any relevant documents before your appointment.
Documents to look out ahead of your meeting:
If you're not sure about what to get ready then it is no problem, your adviser can help when you meet.
Getting to know you
When you meet with your adviser you'll chat about what your current financial situation is and what your financial goals are.
They’ll look at your finances as a whole to understand how everything fits together
Your adviser will look at your financial situation as a whole so they can see how everything fits together and the impact of one area on another. For example, if you take money from your pension in a certain way it might push you into a higher tax bracket and affect your annual allowances.
Get your money working harder
Once your financial adviser has all the details they'll come up with a tailor-made plan that will explain your current financial circumstances, provide a full analysis of your goals and a recommendation on how best to meet them.
Covering all the key areas of financial planning:
And it's yours to keep, no matter what you decide to do. If you'd like to go ahead your adviser will start putting the plan into action for you and explain the next steps.
What we do
