You do the talking and the adviser does the listening. The whole idea is to find out how we can help you. The first meeting is all about finding out what’s important to you and where you’d like to go.

Your adviser will help you to identify what’s most important in your life so that they can start to plan to get you there. They’ll also explain what the process will be, how long it will take and what information will be needed so you can decide if you’d like to go ahead.