Annual Planning Meeting (APM)

Looking forward to seeing you at our scheduled APM. As part of our ongoing service we meet at least annually to ensure you’re still on track and also to answer any questions or queries you have.

Things to cover at this meeting:

- An update on your financial goals.
- We’ll discuss any taxation/regulation/legal changes which will affect your financial plan.
- To answer any pressing questions you have.
- If you have any items to discuss, please email these to me beforehand, as this allows me to prepare.
- We’ll update your Financial Master Plan to see if you’re still on track.
- Discuss any questions you have about your Maven Invest investment portfolio. Details can be found here: https://www.mavenadviser.com/maveninvest
- Any other issues you wish to discuss.

Looking forward to continuing our prosperous relationship.

Andy Hart

Maven Adviser Ltd