To make the most of our first meeting, it’s helpful if you come prepared with some key details. We’ll need the essentials like your full name, address, contact information, and National Insurance number. For business owners, please bring along details about your company’s legal structure, registration number, and address. Any relevant financial documents you can provide, such as previous tax returns or accountant records, will give us valuable context into your financial situation. Additionally, having a clear understanding of your goals, challenges, and expectations allows us to tailor our services precisely to your needs from the outset.