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We want you to be comfortable working with us. Ideally we would certainly like to meet you in person at least once but we can, of course, also use email, telephone and fax if you prefer to for our communications.
Initially we would normally recommend a core factfind be completed. This enables us to fully understand your financial situation and know the context of your particular issue(s) versus your overall requirements.
We also utilise a range of additional documents tailored to specific client needs where appropriate:
- A Corporate factfind for Limited company, Partnership or LLP status clients
- A Retirement plan questionnaire for those seeking advice on building their retirement funds
- A Retirement benefit questionnaire for clients now considering their retirement income options
- A Mortgage questionnaire for those seeking mortgage advice
- An Equity Release questionnaire for those considering this option
- An Inheritance Tax questionnaire for those considering IHT planning options
Should you only want advice on a specific issue or product and do not want us to perform a full review, we can also proceed on this basis.
We strive to ensure our clients understand the options open to them and also why particular actions are likely to be of most benefit. We will always write to you clearly outlining the reasons for our recommendations. As part of this process we encourage you to question us if there is anything at all you do not understand or disagree with.
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