What happens when you are feeling ill? You go to see your Doctor, right? What happens once you are in the Doctors surgery? A conversation takes place between you and your Doctor during which you tell him/her what is wrong. The Doctor then asks you a number of questions and may perform a number of examinations in an attempt to diagnose the problem.

Imagine what would happen if you decided to tell your Doctor you had a sore throat when in actual fact you had a stomach upset? This is of course, wildly exaggerated but the Doctor would effectively be working blindly and making an accurate diagnosis would be a lottery at best.

This analogy very much applies to Wealth/Financial Planning advice. It is only possible for you to receive the best and most appropriate advice by providing your adviser with as much information about yourself and your circumstances as possible.

We have prepared a “ready reckoner” to help you prepare for your next Wealth/Financial Planning meeting which we hope you will find of assistance.