We always provide our initial financial consultations entirely at our own expense. The purpose of this meeting is for us to establish your aims and objectives so that we began researching the right financial strategy for you.
Preparing for your consultation can ensure that you have all the right information to hand when you meet with your Financial Planner, meaning that they have more time to focus on your specific needs and goals and understanding exactly how BBT Group can help you.
Below are some useful documents that can help you prepare for your consultation, including a checklist and a Financial Circumstances form for recording important information about your income and expenditure. You can either complete and send this to your Financial Planner ahead of your consultation or have it ready for when you meet.
If you would like to request a free consultation, you can do so by completing our contact form