75point3 - Your pension & investment journey

• We offer the choice of a secure online video call, face to face meeting or a phone call with one of our experienced Advisers. • We’ll explain our professional services including a summary of our charges. • We are legally required to undertake a Personal Information Check and will ask you to bring along a number of personal identity documents. • You might be required to sign Information Agreements to allow us to access details of any current plans or policies you may have. Initial meeting Analysis of your situation • Your Adviser will go through a Fact Find with you. • We’ll ask about your earnings, outgoings, existing investments, pension and protection policies. • By exploring your personal, lifestyle and financial goals and objectives we’ll be able to understand your future aspirations for you and your family. • You’ll be asked by your Adviser to complete a Risk Assessment either prior to or during the first meeting. • Once completed we’ll run through this with you to establish and agree your Risk Profile . 1 2