What Essentials Do You Need to Prepare for Your First Meeting?

Overview of Your Initial Consultation with a Fintuity IFA

Thank you for booking an Initial consultation meeting with a Fintuity Independent Financial Adviser (IFA).

At Fintuity, we pride ourselves on helping you plan your financial future and being there to support you as you encounter the many stages of your journey through life.

Your initial consultation is complimentary and will give you the opportunity to get to know us better and discuss your current and future financial goals, objectives, and any aspirations, concerns or priorities that you may have.

It will also allow us to obtain a clear understanding of your current financial situation and what you are looking to achieve, answer any initial questions or queries that you may have, outline the services we offer and any costs involved should we receive instructions from you to act on your behalf.

We understand that your time is precious so have highlighted some questions and documentation below to ensure that you get the maximum value out of your initial meeting.

Some tips to get the most from your initial meeting

It may be worth setting aside some time before the meeting to think about what you are looking to achieve from the meeting and collate some questions such as:

  • I/We would like to ensure that my family have financial breathing space in the event of sickness, critical illness or a tragic event
  • I/We want to build up or invest a sum of money for a future need or goal
  • I would like to retire comfortably or review my pension
  • I/We would like to pay the mortgage off quicker

Having questions ready beforehand will enable your adviser to obtain a clear picture of your current circumstances, lifestyle, goals and future objectives, it will also ensure that you get the maximum value out of your initial meeting with the Fintuity Independent Financial Adviser.

In addition we have a useful blog with some more information that can be of use.

We are here to help you
Your first consultation is completely free-of-charge. All you need to do is select a convenient time & date and outline how we can assist you.
virtual advisor
Try out our new Virtual advisor!
Get all benefits of Regular Advice via AI and ML algorithms
Related articles
Featured media
General
Earn Over £47,400? Here Are 3 Essential Tax-Saving Tips from a Financial Adviser
19 Aug 2025 · Marketing Team

If your income exceeds £47,400, you’re in the top 25% of UK income taxpayers – and that likely means you’re…

Featured media
General
Investment
Pension
Fintuity – Market Review – July 2025
13 Aug 2025 · Marketing Team

July 2025 saw an improvement in investor sentiment, driven by a calming in global political discourse and more clarity on…

Featured media
General
Why Is UK Inflation Still Rising?
07 Aug 2025 · Marketing Team

UK inflation rose by 3.6% in the 12 months to June, largely driven by the rising cost of food and…

Thanks for subscribing!
We’re happy you joined our subscription.
Chech your inbox for future updates.
An error has occured
Please, try again later or
contact us via live chat.