It will speed up the process if you can gather information about your current financial situation.
We explain what we need in the links below. For some of the things we ask you to do, it can save considerable time during our discussion if you’re able to send them to us in advance:
- Your State Pension Forecast. We explain how to obtain this later on the questions about our service page.
- Your Financial Review including the Expenditure and Attitude to Risk Sections.
Our advice should play a significant part in your future. That makes it important for us to get as much information as possible at this stage, which we will then go on to consider in detail.