As part of our Discovery process, we will work with you to help clarify and prioritise your life goals, which can be used as the basis of all your financial decision making.
We will also gather more detailed information about your assets, liabilities, income and tax history. Our team will use this to assess any areas of your financial planning that can be improved as well as looking at your current arrangements and whether they are on track to achieve your life goals.
An important part of this meeting will involve understanding your attitude towards risks and investments. This will help us establish whether your current plans match your risk profile, as well as guiding us on suitable future investment opportunities.
The value of your investment can go down as well as up and you may get back less than you have invested.
The Financial Conduct Authority does not regulate taxation advice.