First meeting

The first meeting is about getting to know each other. We will have a wide ranging discussion, covering all your existing investments and pension arrangements. We will also spend much of the time finding out about your own unique financial needs and your attitude to investment risk.

If it’s appropriate, we will outline some of the ways in which a change of investment strategy could produce better results, to help you to achieve your investment goals and generate tax efficiencies.

If you need investment advice, we will gather all of the relevant details and complete a full financial fact-find. This is essential to ensure that our recommendations are suitable in the context of your overall financial situation.

The meeting can take place at your home or at offices nationwide, and will be free and without obligation.

We will be honest if we feel our services are not suitable, but we hope that the initial meeting will lead you to request an SMB Wealth Management Financial Review, at which point we will need your authority to obtain full details of the existing arrangements.