What information do I need to bring with me?

During our initial discovery meeting, we’ll be looking to get an idea of your current financial position including your assets and liabilities. Put simply, we’ll paint a picture based on what you owe and what you own.


This can be anything from mortgages, debts or loans you may have, to any assets including property, savings, shares, investments and vehicles.


We can also look at your insurances, pensions and policies to ensure we have covered every aspect of your financial situation.


It’s also advisable to think about your goals, whether that’s to retire early, invest for the future, or ensure there are policies in place to look after your loved ones in the future.


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