Thank You For Booking A Call
Ahead Of Your Call
It may be helpful ahead of the call to have updated information regarding your assets and liabilities, your pension policies or investments, and any life cover.
You can bring these to the meeting or if you are happy to share with us ahead of the call you can complete and return our Lifetime Focuser.
Click view Lifetime Focuser to download
(Please note the Lifetime Focuser also contains a Data Protection Statement and our Ts&Cs)
Please complete as best you can and send with any accompanying information you are happy to share to the person you have booked with:
Fliss – Fliss.wallace@seymourfinancial.co.uk
Alice – Alice.ruben@seymourfinancial.co.uk
For security you may which to send this encrypted or password protected and let us know the password separately.
Completing and returning this ahead of the call will mean we can bring valuable more personalised information to the call that gets you the very best value from our 30 minutes together.
Please also see our Pre-call information pack below.
Meet the Team
In the meantime, to help put a face to a name, please take a look at this document which includes details of the Seymour Team and our Services.
Click view to read The Seymour Brochure.
Understanding the Financial Advice Journey
If you haven’t sought Financial Advice before, we understand that establishing what it entails and how it can support you (as well as what it costs) can be daunting. That’s why we’ve written a helpful document, The Benefits of Financial Advice which aims to demonstrate the value of working with an adviser long term. If you have any questions, or feel ahead of the call you would like to share any additional information relating to your enquiry, please feel free to email us on office@seymourfinancial.co.uk.
To ensure we can make the most of our 30 mins together, please think about the questions below.
Here are a few big questions to consider ahead of your call:
- What does retirement look like to you? Do you see yourself traveling, spending more time with family, or pursuing hobbies?
- What do you want to retire on? Have you thought about the level of income you’d need to maintain your lifestyle?
- Do you have plans for gifting to your children during your lifetime? Or would you prefer to leave a legacy after you’re gone?
- Are you happy with how your investments and savings are structured?
- Do you have any concerns about tax efficiency and how your wealth is managed?
- What are your financial goals or worries?
No need to have all the answers before our call, but giving these some thought will help us tailor our conversation to your priorities.
If you have any questions beforehand or need to reschedule, reach out by emailing us on office@seymourfinancial.co.uk.
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