We get to know each other
However you come into contact with Red IFA our first priority will be for us to get to know each other. This will involve you meeting with one of our advisers, so that they can spend time understanding your personal circumstance and your future financial objectives.
It may take several conversations before we know enough about you to advise on the appropriate course of action and before you know enough about us to want to become a client. Taking time to get to know each other in this way builds trust and helps us to establish a long term relationship together.
When your adviser fully understands your requirements, they will recommend solutions that will help you to achieve your goals. They will also consider whether additional planning, for example tax planning or the use of trusts, could help you to arrange your investments more tax efficiently.