Making the decision to see a financial adviser is an important decision. The reasons why you do that are generally financial, based on tax and sometimes social security consequences.

Some of the reasons I hear are:-

I want to put myself in the best financial position
I don’t want to pay as much tax
We have a wedding coming up
We want to send our children to a good school
We want to own all we have
I don’t want to worry about money
I want to go on a holiday
We want enough for our retirement
You can put in whatever reason you want it is the end result that is important to you.
Clarifying what you want to get out of the meeting is really important. The first meeting is generally just a getting to know you exercise. Here you make the decision on whether or not you feel comfortable with the adviser. This is so important, your relationship will last years, you will be discussing all kinds of intimate facts and you need to feel that it is your interests that are being served.

My suggestion is that you make a list of expectations:-

How you expect to be treated?
What information you would like?
What is the end result you are after?
What is important to you?
How often you want to be contacted?
What services do you expect?
How do you want the information given to you?
How often do you want to see your adviser?
What do you think your adviser can do for you?
These are just a few to get you thinking. I have found through years of experience that the expectation of what service is provided is so different to each person in the equation. It is the unspoken expectation that can cause issues to arise and if they are not dealt with then you will not be getting the best service your adviser can provide.

Have a great day

Irena