Understanding your goals

What do you expect from your financial planning?

We find that clients seek our advice for a whole variety of reasons. These may include the desire for future financial security, capital growth, the need for income, or a combination of all three. When you first meet your Affinity Adviser he or she will:

• Build an understanding of your personal goals
• Discuss possible solutions
• Explain the Affinity process

At the beginning of the advice process we discuss any specific constraints or restrictions that you may want to impose on your financial planning. Perhaps you have strong views about a particular asset class or fund manager, or you may have socially responsible investment requirements. We establish all your specific requirements during our initial consultation and build these into our advice.