First Meeting Instructions

We understand that doing anything for the first time is always hard, so we will do all we can to make your first meeting with us easy. This page contains all the information you will need to ensure you get the maximum from your meeting with us.

We have a car park

You can park immediately behind our office. You access the car park by leaving Chorley New Road at its junction with Queens Park Road, which leads to Bolton Hospice. The gate is on your left and gates remain open between 8.00am and 6.00pm. Our building is all the way to the end on your left.

Our 1 hour discovery meeting

Although we say an hour, that isn’t strictly true; it may take more than an hour to fully understand what you are looking for. Likewise we are not going to charge you to explain how we work with our clients. The cost of this meeting will be fully borne by us.

If you need to re-appoint the meeting at short notice

No problem, simply phone the office and we will be happy to check Howard’s diary and replace the initial meeting with a more convenient time.

What you need to bring to the meeting?

We are required to certify the identity and address of all our clients and potential clients. We will carry this out on-line only once we have your authority to do so. Our check will not leave a footprint on any credit referencing system.

You should take a look at our terms and conditions before you come to see us. You can find all of the links to our client agreement, investment appendix and our privacy policy here.

If you prefer we can take copies of your I.D. documents.

We need to see the usual documents

If you prefer to bring your own I.D. documents, proof of name can be provided by us seeing your passport and proof of address by way of driving licence.

We will need to see the original documents and will need to take a copy which we will keep on file.

Bring whatever else you want to

You are looking some advice and therefore something has initiated it. So if you have received some paperwork that you need help with, you should bring that with you at least.

Other items that Howard will find useful to help him to give advice include, but are not limited to the following;

  • Details of any existing policies you have including pensions, isas, other investments and any life assurance plans etc.
  • Details of bank deposits including the interest you receive if it is a fixed rate
  • Any tax documentation you have including notice of coding, P60s
  • Details of other assets you own, such as homes, investment properties and businesses
  • Details of any liabilities, such as mortgages, bank loans and credit card debt.

If you would like to do a little homework online before you meet us, it is well worth visiting the FSA website where you check our regulatory information. www.fca.org.uk

Howard and the rest of our team look forward to meeting you. In the meantime if you have any problems, do not hesitate to e-mail us or contact us on the telephone.