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
Investment
Share Prices Explained
14 Sep 2021 · Nic Cobb

When developing an investment portfolio, many of us will look to a range of traditional and well established investment products….

Featured media
General
Press Release: Fintuity Appoints New COO and Expands Chartered IFA Team by 60% to Meet Increased Market Demand & Prepares for Launch of the Virtual Adviser
02 Sep 2021 · Nic Cobb

London: Fintuity, one of the United Kingdom’s only digital Independent Financial Adviser (IFA) is proud to announce that as a direct…

Featured media
General
Other
Introducing Ian Watson – Fintuity Appoints New Chartered IFA to an Expanding Team
24 Aug 2021 · Nic Cobb

Due to an unprecedented growth in the number of new clients and demands on our digital IFA services,  Fintuity is…