Meeting - Planning Retirement

Service Description

We learn more about you to better understand where you are financially and emotionally and then where you want to move to. Some people have questions to be answered and we can complete many of those at the meeting. Where these are factual questions or for example how does this work? the answer can normally be provided at the meeting as factual or general advice. A question such as What should I do? requires personal advice and leads us into a Statement of Advice and a second meeting to present the Statement of Advice.