Initial meeting

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Understanding the financial process

During the initial meeting, we aim to work with you to understand your financial needs. These can range from short term to long term targets. We will look at what support and advice you may require, and also help to determine what steps are needed for you to achieve your financial goals. We will also discuss the available options with you.

It’s an opportunity for you to find out what we do, what our charges are, and a chance for you to ask questions in order to make an informed decision.

Financial Plan Process


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