Discovery meeting - getting to know you
The starting point of the investment process is for us to get to know you. Our questions will be wide-ranging to ensure that our subsequent advice is based on your needs and requirements.
As well as taking account of your personal and financial circumstances, we will cover your broader attitudes and values, and the level of experience and knowledge you have about investing and its associated risks.
Having established your goals, the results you expect and the timescales involved, we can begin to consider issues such as the ease of access you need to your money and the level of flexibility required in the investment selection.
We will also consider your personal circumstances, including your tax position, well before we advise on investments. It is important that any investment recommendation we make is as tax-efficient as possible.
"We want to understand your attitudes and values as well as your personal and financial circumstances."