What will happen during my first call or online video meeting?

The first thing that will happen is that your adviser will contact you to ask you to complete a secure online fact-find and pension authority. This will enable us to find out information on your existing plans and identify your retirement income needs and requirements having been familiarised with your circumstances.

During the initial meeting the adviser will guide you through a number of potential solutions to your goals and will then recommend a level of service from us to meet your needs.

Still got a question?

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