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We are happy to conduct our initial meeting at a place most conducive to you, the first two meetings will include the following agenda -

Introduction
free initial consultation to discuss circumstances and offer verbal proposals with Disclosure Documents. Opportunity to move forward from 1st step or arrange to contact for 2nd meeting.
Gathering Information – Our Fact Find Questionnaire
- Ascertaining your Financial Goals and Needs
- Ascertaining your Income/Outgoings and Budget
- Ascertaining your Attitude to Risk (risk profile questionnaire Verbatim), Capacity for Loss and Knowledge and Experience of Investment.
- Ascertaining where you are now and where you want to be in your financial circumstances
A time to summarise and reflect
Arrange second meeting

Arrange our next meeting after I have analysed your circumstances and researched suitable solutions to your goals and needs

Re-cap
Summary of our last meeting and confirm all is still relevant and no changes have taken place.
- Suitability Report (provided in advance together with a copy of the Key Features of the plan).
The Recommendation
The Recommendation and how this fits your needs and Goals
- Whole of Market Research
- Fund Choice and how that fits with your Attitude to Risk Capacity for Loss and Knowledge and Experience of Investments
- Checking that the recommendation suits your budget both now and in the foreseeable future
- Features and Benefits and how this meets your needs and goals
- Risk Warnings
- Taxation Implications
- Your right to cancel
Presentation of the Illustration
- Guideline of figures but not guaranteed
- Charges and Adviser Charge payable
Completion of the Proposal
- Request for Anti Money Laundering Documentation
- Documents to expect
Arrange our next review meeting.