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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.

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