Initial Meeting

Our road to providing you with a complete Financial Planning solution to meet your needs and requirements starts with an initial meeting which is at our cost. The meeting can be held at our offices or, if you prefer, in your home. The meeting is on a total “No Obligation” basis.

The aim of the meeting is twofold.

  1. Firstly the meeting acts as an introduction to Ward Williams Financial Services Ltd and to the Adviser that will be working with you to achieve your goals. To us, it is very important that you are comfortable with your Adviser from the very start of our relationship. Our Advisers are all Independent which means that we give the best advice for you.

  2. Secondly, the meeting acts as an exploratory chat from our point of view. We feel that it is important that we have a good understanding of your current circumstances, your objectives, fears and dreams in order that we can help provide the best solutions. We will do a full fact finding exercise (download our Fact Find document), talk about what policies you currently have and what you are hoping to achieve.

At this meeting we will also explain how we charge for the services that we provide and we will give an indication of how much we will charge for writing a Financial Planning Report.

If possible, and only if you are comfortable with the process, we ask you to sign Change of Agency forms which will enable us to get up- to-date information from your existing providers and we can start the process of reviewing what you currently have in place.

Following the meeting we will write to you with our outline proposals and you will then be asked to let us know whether you wish us to go forward as your Adviser.