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.
The Recommendation Meeting
Once our research and financial planning work is complete, we will invite you to a Recommendation Meeting.
This can take place face to face or online via Microsoft Teams/Zoom etc.
During the meeting, we will take you through our advice in plain English.
You will receive a personalised written recommendation explaining:
- What you currently have.
- What we recommend.
- Why we believe it is appropriate.
- The alternatives we considered.
- The costs involved.
- The principal risks.
- And what happens next.
Where appropriate, we may also provide comparisons between your existing arrangements and the recommended solution.
We use technology throughout the meeting to help explain the advice, compare different options and, where appropriate, show how different decisions could affect your longer-term financial plan.
Cash flow planning can also help bring questions around retirement, spending, tax, gifting and future financial decisions to life. Our job is not to persuade you to proceed.
It is to make sure you understand our recommendation and the reasoning behind it so that you can make an informed decision.
We advise UK-resident clients nationally, so you do not need to travel to Leeds to receive or discuss your recommendation.
Your 90-Day Journey
