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Wealth Management : The Discovery Meeting
We refer to the initial meeting as a Discovery Meeting. This allows us to explore with you your unique values and financial goals, and to discover what is important to you about money.
We encourage you to bring the financial documents relating to your investment portfolio to the meeting. We ask you to sign a Letter of Authority which we use to request information from your existing investment managers and product providers. Shortly after the Discovery Meeting we provide you with a summary of your net worth, which may be the first time you have analysed your current financial position. After this meeting you and Morton-Wilson will have a clear understanding of your values, goals, priorities and the resources which will help you to progress. Before the next meeting, we review your current position and carry out a 'Gap Analysis' of where you are now and where you want to be in the future.
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