Personal
Business
close
Products
About us
Resources
Call us: +44 1632 960212

What will happen during my first online meeting?

As a digital IFA, all our meetings are held securely online. The first thing that will happen is that your adviser will contact you to setup a call. Held online via a secure audio-visual link, your adviser will undertake an initial fact-find to identify your needs and requirements. Having been familiarised with your circumstances, the adviser will guide you through a number of potential solutions to your goals and will then recommend a level of service that will be tailored to your needs.

Once presented with the potential solutions, should you then decide to proceed, the adviser will then move to stage two – a detailed analysis of your data that will be presented with a personalised set of recommendations during a second online meeting.

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 algorythms
Related articles
Featured media
Other
Opinion Piece: 2022 & The Road Ahead, Will Governments Around the World Keep Continuing to the see the Light?
27 Jan 2022 · Nic Cobb

This piece has been authored by Fintuity’s Head of Strategy, Ed Downpatrick – All views and opinions are solely those…

Featured media
Other
Fintuity Featured in the Times & Guardian 2022 Checklist!
26 Jan 2022 · Nic Cobb

Fintuity is proud to announce that we were recently featured in the Saturday Guardian and Saturday Times annual checklist! Introducing…

Featured media
Investment
Myths & Facts – Investing & Developing an Investment Portfolio
20 Jan 2022 · Nic Cobb

Investing means many different things to many different people – investment opportunities are varied and have a common perception as…