The discovery meeting

Home » Financial planning process » The discovery meeting

This is all about getting to know you, your financial goals, dreams and aspirations and why they are important to you

We will identify any obstacles you face in achieving these financial goals, so that we can look at ways of overcoming these obstacles. Together, we will then look at where you are now, where you want to be, and the steps we can take to get you there

What to bring to the meeting

  • Your spouse/partner (unless single!)
  • The last two year’s tax returns
  • Current bank statement, investment portfolio
    details, funds and pension statements
  • Current life and health insurance policies
  • Any wills or trusts
  • Any other documents that would help us better
    understand your financial situation

« Back to process