INITIAL MEETING

by blenkhorn-kirkwood | Jan 18, 2022 |

This is known as our discovery meeting and is about looking at your needs, your goals, your current situation, your background, where you would like to be and what is important to you. If you are happy to go ahead, we will provide you with a formal Letter of Engagement.

This is known as our discovery meeting and is about looking at your needs, your goals, your current situation, your background, where you would like to be and what is important to you. If you are happy to go ahead, we will provide you with a formal Letter of Engagement.

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.