It may be in certain situations we are unable to help you, such as transferring monies out of an occupational pension scheme or arranging certain off-shore investments. At those initial meetings we will discuss and ask a lot of what might seem like meaningless questions, such as what you want to do when you retire, what is your attitude to risk or what your short and long term goals are (e.g. children's university fees). All this information gathered will help us at Thinking Finance to make a recommendation for you the client. We also strive to put the client in a position of knowledge about what we are recommending so they can make an informed decision as to whether they wish to proceed with the recommendation. At our initial meeting we will give you certain documentation which is a regulatory requirement, such as a business card, a client agreement. We would also discuss how you want us to get paid, either through a commission from the life assurance company or investment house or an agreed hourly rate for you to retain us on. This will always be discussed before any works are carried out on your behalf.
