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.
What happens during the Discovery Meeting?
During your Discovery Meeting, we will talk about your finances, but also your family, priorities, concerns, timescales and what you would like your future to look like.
Some people come to us with very specific objectives. Others simply know they would like professional help but are not quite sure where to start. Both are completely normal.
Our role is to listen carefully, ask the right questions and help you work through what matters to you.
For couples, this can also provide an opportunity to discuss financial decisions together in a structured and professional environment.
Ultimately, the meeting helps us understand whether Clarity Wealth Limited can genuinely add value and whether working together is likely to be appropriate.
We work with UK-resident clients nationally. Our use of technology means we can have these detailed conversations and work collaboratively with clients online just as we can face to face at our Leeds office.
Your 90-Day Journey
