Establishing your current situation and aspirations, needs and goals
Following on from the initial meeting, if you wish to take things further we can meet again to gather information in respect of your current circumstances, plans etc.
Alternatively, we are happy to leave you the appropriate questionnaires and paperwork to complete in your own time and then return to us to enable us to proceed.
We will request information from existing plan providers where necessary to ensure we have up to date and correct information. Please be aware, this will usually take several weeks and in some circumstances can take several months.
As with all that we do we will try to accommodate how you want to work with us so long as we can do so within the regulatory framework in which we have to operate.