"An excellent service all round. We mainly dealt with Charlie and had help from Zoey too. Great knowledge and advice regarding pensions. Cannot fault it at all. If was possibly to give 11 out of 10 we would. Would highly recommend."
Your First Meeting
Introduction
Welcome to your meeting-preparation guide, where you can find everything you need to know before your first meeting with us. Here, you’ll discover what to expect, how to prepare, and how we can make the most of our time together.
By taking this step, you’ve already begun your journey towards a healthier financial future. We’re excited to learn more about your goals and explore how we can help you to achieve them with confidence and clarity.
Our Personal Finance Portal
To give you the best possible experience, we would like to get you set up on our Personal Finance Portal (PFP) from the start. This secure platform will be the central hub for all your financial documents, and real time valuations, giving you instant access to the information you need. Our PFP has many key features that you can utilise, including:
Secure messaging service - get in touch with us and have peace of mind knowing any information you share with us is fully encrypted and completely private.
Document storage - house all your financial documents online in a secure vault where they are secure and backed up (much safer and convenient than in the bottom of the filing cabinet!)
Your portfolio and plans - view your overall financial information in one place enabling you to see up to date plan values (subject to provider frequency), the performance of your investments and see how you’re progressing against your financial goals.
Getting started is easy...
You just need to register for an account using the link below. It is important you use the email address that we have on file, if you’re unsure what email address that is, please contact us on 01482 219325. Once you have registered, you will receive an activation link via email.
Click the link, then follow the steps on screen! To see what else the PFP has to offer, and for a full breakdown of how to use it, head to the user guide linked below.
Goals based planning
Before your meeting, we recommend reflecting on your goals. This will help us to understand what matters most to you and gives us an insight into how to shape the best approach for reaching them – together. We know it can feel daunting to just ask “what are your goals”, so below are some prompts to hopefully spark some ideas!
Light Reading
Finally, we have put together some light reading you might enjoy before your meeting. They’re designed to give you helpful insights, and make you feel even more prepared for our conversation.
We look forward to getting to know you and your goals better and help you work towards a healthier financial future. If you have any further questions, please do not hesitate to get in touch with us.
If you have any further questions, please do not hesitate to get in touch with us.