It will speed up the process if you can gather information about your current financial situation.
For some of the things we discuss, it can save considerable time during our discussion if you’re able to prepare in advance:
- Details of your existing protection plans
- Information on any existing medical conditions and medication including any historic or planned treatment.
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 when formulating our plan.
