The initial meeting is all about getting to understand how financial planning will help you.
Through an open and interactive discussion your adviser will start to build a picture of your financial assets, develop your understanding of risk, establish a priority of needs and begin to sketch out a framework. Often a series of individual projects starts to emerge and these can then be put into a logical timeline. A plan begins to develop.
Also at this meeting, any questions regarding Thomson Tyndall, who we are and how we work, will be answered. We will also explain our terms of business which will provide more detail on our initial and ongoing service costs.
Then it is time to go away and have a think. We will be on hand to answer any further questions and, if you are happy to proceed, agreements are signed and the planning begins.