I’m pleased all of the initial tasks have now been completed. Your Financial Master Plan has been created, your investment portfolio set up and if you’re making monthly contributions your direct debits are all set up (there may be some small tasks still to complete).

The families I work with mean the world to me, I will give you the exact advice I’m following myself and I’m invested in the same portfolios as you.

This meeting is designed to answer any questions or queries you have and also for me to ‘set the scene’ for how we are going to work together and have a successful relationship.

Things to cover at this meeting:

- When will we meet (unlimited calls, emails, meetings). Jan-Mar Annual Planning Meetings.
- Communication, WhatsApp, email etc.
- One point of contact, a team behind me.
- Scam avoidance.
- What do you expect of me.
- What I expect of you.
- A recap of your new investment portfolio and the changes now it’s under my advice.
- The 25/75 & -14%.
- How the investment platform works.
- Online access, logging in.
- The first 12 months.
- Investing mistakes we need to avoid.
- Anything else you wish to discuss.
- I look after families, so I’m happy to help out kids/parents.
- My meeting link is here https://calendly.com/andrewhartuk/60

Looking forward to working with you and having a long and prosperous relationship.

Andy Hart

Maven Adviser Ltd