Definition (Fact Finding):
This is the first meeting with your Beaulieu adviser, who armed with the information you have already supplied will help develop a clear picture of your current position and circumstances, 'where you are now'. The first part of this meeting is broad and fairly general - an overview that sets the scene. We see this as a worthwhile investment of our time, and as such the cost will be at our expense.
The second part of the meeting will see your adviser obtaining the 'Hard facts', which together with your earlier discussions will allow us to understand your feelings towards your finances, views on risk, your aspirations, ambitions and objectives.
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