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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Beaulieu Wealth Management Ltd. Registered in England and Wales under No. 06897170. Registered office address - 23 Robjohns Road, Chelmsford, Essex CM1 3AG. Beaulieu Wealth Management Ltd is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited who are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA Register ( under reference 440703 and 440718.

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