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40 day follow up meeting

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This is to allow us to address any questions that you may have regarding the progress of your financial plan

We will also help you to organise all of your relevant paperwork into a file provided by us

What to bring to the meeting

  • All paperwork that you have received relating
    to implementing your financial plan
  • A note of any questions that you may have relating to your plan


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Appleton Gerrard Private Wealth Management is authorised and regulated by the Financial Conduct Authority (FCA). Kusal Ariyawansa, Chartered Financial Planner and Chartered Wealth Manager and Branch Principal. FCA no. 624553. The FCA does not regulate Wills, legal and accounting advice and some forms of trust and tax planning.