WHAT TO EXPECT AT YOUR FIRST MEETING WITH A FINANCIAL ADVISER AT CHATTERTONS WEALTH MANAGEMENT
Your first meeting will be free of charge.
We will tell you the regulatory information and also tell you about our background in financial services.
We will go through what is called a fact find. This is a gathering exercise to establish your income, expenditure, assets, liabilities and what potential existing investments and pensions you may have. We will also establish your tax status.
We will discuss what your future plans are and what your priorities and needs are.
We will if necessary run through an Attitude to Risk Questionnaire to establish what risk you are willing to take in terms of investing your money.
We will discuss our fees with you.
If you are happy with what we are offering we will agree to commence work and arrange a follow up appointment to go through our recommendations with you. At this stage we will ask you to sign our Terms of Business and Ongoing Service Agreement and we will request to take copies of 2 forms of ID.
Finally, do not be afraid to ask questions and provide us with information. The more information we have the better.
If you would like to have a free initial consultation with an adviser please do contact the Head of our Financial Services Support team, Amy Urquhart, on 01780 750681 and she will arrange a convenient time and place for an adviser to meet with you, this can be a home visit or at one of our offices.