Stage 1
The first step in your journey with us will be an initial discovery meeting, where we ask you to bring along details of any existing policies, investments, and pensions you may have, as well as details of any mortgages, your expenses, wills and any trusts that you may have in place.
This is the opportunity for both of us to get to know each other, your circumstances, and each other’s personalities. We will complete a confidential personal questionnaire and we will also carry out risk profiling to accurately ascertain your Attitude to Investment Risk and your Capacity for Loss. We believe that taking time to talk and understand you, as well as your future goals and aspirations is the only way to help you achieve everything you want in life.
Please remember that the cost of the initial discovery meeting is covered by Kymin Financial Planners.