STRATEGY MEETING

by blenkhorn-kirkwood | Jan 18, 2022 |

Using the information from the discovery meeting and our experience as financial advisers, we analyse your situation, assess your goals and provide recommendations. These are then detailed in our written Financial Plan or Statement of Advice.

Using the information from the discovery meeting and our experience as financial advisers, we analyse your situation, assess your goals and provide recommendations. These are then detailed in our written Financial Plan or Statement of Advice.

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.