What will happen in an initial consultation?

When we first meet, the session is always complimentary. There’s no pressure or obligation. The purpose is simply to get to know each other and explore whether I can add value to your financial plan.

During this meeting, I focus on understanding your current circumstances and what matters most to you. I will ask some key questions to build a picture of your financial situation: what you have, what you want, and what you need.

To help structure our conversation, I use a simple exercise that maps out your priorities. We’ll cover areas such as:

- Income and expenditure

- Savings and investments

- Short, medium and long-term goals

- Protection needs (such as insurance)

- Any upcoming life events or big financial decisions

Here’s an example of what this summary might look like:

This visual overview gives us both a clear idea of where you are today and what needs to be done to help you move forward. Whether you’re looking to build wealth, plan for retirement, or protect your family or business, this first step lays the foundation.

You will leave the meeting with greater clarity, and if we both feel it’s a good fit, we can discuss next steps.

If you would like to arrange an initial meeting, please you the contact details above to get in touch.