Smart ideas about wealth

Wealth management

1. The discovery meeting

At our initial meeting, we will conduct a discovery interview. This will identify the obstacles you face in achieving your financial goals. We will look at where you are, where you want to go and how we can maximise the possibility of getting you there.

What to bring:

  • Last two years' tax returns
  • Current bank, investment fund, portfolio and pension statements
  • Current life insurance policies
  • Any wills or trusts
  • Any other documents that would help us fully understand your financial situation
  • Proof of identity, such as a passport or photocard driving licence, and a utility bill (not mobile telephone) that is less than three months old

Select the next step in the strategic client consultation process:

Strategic client consultation process 1. The Discovery Meeting 2. The Investment Plan Meeting 3. The Mutual Commitment Meeting 4. The 45 day Follow-up Meeting 5. Regular progress meetings

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Bloomsbury thoughts

"...most [stock pickers and market timers] should go out of business – take up plumbing, teach Greek..."
Paul A. Samuelson, Nobel Laureate,” The Journal of Portfolio Management, 1974, p. 17-19