Don't worry, you don't need to be a maths whiz to get the most out of your advice appointment. You just need to think about the future lifestyle you want to enjoy, so your adviser can tell you what actions could help you get there.
To do this, here's our two easy steps to prepare for your advice appointment:
1. Imagine your goals and dream retirement lifestyle.
Because once you have a picture of what the future looks like, it becomes possible to work towards making it happen.
2. Fill in and send us your client questionnaire.
To prepare your personalised financial plan, your adviser needs to know a bit about your financial situation. We'll send you a questionnaire in the email confirming your appointment, or you can download it here.