Discovery Meeting

Four easy steps to a better future with Pen-Life

Seeking financial advice is one of the biggest steps you can take towards living the life you want to live. With Pen-Life, it couldn’t be simpler; by developing a life-long relationship with you, our Financial Advisors ensure that the money you’ve worked so hard for works hard for you and your family, whatever the future holds.

Discovery Meeting

Our team starts by getting to know you at a Discovery Meeting, where we will gather detailed information relating to your financial affairs and objectives, as well as about your existing arrangements.

By determining your current financial situation, we can develop your future financial goals together.

Analysis

We identify your options by considering your life situation, personal values, attitude to risk and economic factors. At a Strategy Presentation Meeting, we will present you with our analysis of your current affairs and recommendations.

We ensure that you understand our portfolio construction and give you opportunities to ask any questions which may arise. We pride ourselves on speaking plain English; giving clear financial advice which is focused on results.

Implementation

If you wish, we will arrange the relevant plans and structures agreed in the Analysis on your behalf.

Review

Our comprehensive service includes an annual review meeting with your advisor, where we perform a complete assessment of your financial strategy. You also enjoy telephone and email access to our advisory team and regular face-to-face meetings between review dates.

Our professional service includes:

  • Providing strategic updates to your accountant and any other professional advisors.
  • Supplying end of year taxation information (as required).
  • Recommending suitable professionals as other needs arise.
  • Portfolio monitoring.
  • Written portfolio valuations on request.

Our relationship with you is a life-long process, where we consistently adjust our services to suit your needs as your circumstances change.

Apply for a discovery meeting

You might have an idea of what you want to achieve financially. Or you might just have a low level of dread - aware that you need to get your finances in order, but unable to devote time to sorting it out.

Don’t worry - a face to face chat is the best way to make investment matters simple.

There’s nothing like the peace of mind that comes from knowing that your money is working hard for you. So don’t hesitate; take the first step today.