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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.

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