Our initial meeting will be very much focussed on you.

This is a general conversation where we start to learn a little about you. We would discuss your current situation, what is important to you, how you want your future lifestyle to look, how you got to the position you are in today, and transitions that we need to start planning for etc. We then collect all of the information from you that we need to start working on your Financial Masterplan. At this stage we will also be able to answer any questions you may have (and it is always normal to have questions which we welcome!).

This meeting will not focus on financial products and or recommendations at this stage – more so, it is a chance for you to see if Ruby Red Financial Planning Ltd is the correct planning firm to assist you and also to see if we feel we can add value to your and your situation.