Your Foundation Meeting

Ideally, please bring the following to your Foundation meeting:

• Investment statements from current arrangements
• List of other assets and liabilities
• Copy of wills, trusts and legal documents
• Life insurance policies and annual statements
• Tax returns from last two years
• Retirement plan information
• Two of the following; current driving licence,passport, a utility bill or bank statement no more than three months old.

If you are unable to find the above information, please do not worry. Some clients like to get everything together, whilst others prefer to just meet up to see if they would like to work with us.