Your First 90 Days with us: A Step-by-Step Guide
Learn what to expect when working with a financial advisor, from your initial call through to your tailored recommendations.
Your Discovery Meeting Explained
he Discovery Meeting gives us the opportunity to understand you and your circumstances in much greater detail.
It will usually last around 60–90 minutes, although more complex circumstances may require longer.
The meeting can take place face to face at our office in Roundhay, Leeds, or online via Microsoft Teams.
There is no charge for the Discovery Meeting and no obligation to proceed.
Where appropriate, we strongly encourage couples to attend together.
Financial planning often affects the whole household, including retirement plans, future income, tax, spending, family and longer-term decisions.
Having both partners involved can help create a shared understanding of the family’s finances and an established relationship with the adviser.
We work with UK-resident clients throughout the UK and conduct many of our meetings remotely. Technology is an important part of how we work, so the full advice process does not depend on you being geographically close to our office.
Your 90-Day Journey
