August 28, 2024

Episode 44 - What to expect from your first financial planning meeting

11 minutes

In this episode, Nathan Munt and Emma Hannon reveal what you can expect from your first financial planning meeting and how to prepare.

Within their conversation, they cover:

the purpose of this first financial planning meeting;

how and what to prepare;

questions you could ask;

why you should be open to conversations on more than your finances; and

the importance of ensuring the financial planner is the right fit.

Important information

The contents of this podcast do not constitute financial advice. The value of investments can fall as well as rise and it may not always be possible to receive back the sum initially invested. Past performance is not necessarily a guide to future investment returns. This podcast constitutes a financial promotion.

Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.

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