PRE-APPOINTMENT CONTACT

by blenkhorn-kirkwood | Jan 18, 2022 |

To provide appropriate advice, we need to thoroughly understand your financial position. Prior to our meeting, it helps to gather all of your necessary information so that we can make the best use of our time together. We will send you a pre-appointment questionnaire and ask that you return that to us before the first …

To provide appropriate advice, we need to thoroughly understand your financial position. Prior to our meeting, it helps to gather all of your necessary information so that we can make the best use of our time together. We will send you a pre-appointment questionnaire and ask that you return that to us before the first meeting.

WE ARE LISTENING – LET’S CONNECT NOW

We want to inspire you, help you and guide you to feel financially secure and comfortable whilst enjoying the lifestyle you deserve and protecting the important things that matter - you and your family. We want to hear your story, interests and expectations.