YOUR ANNUAL PLANNING MEETING
Book your Annual Forward Planning Meeting.
This is our opportunity to step back, look at what has changed and make sure your plan still reflects where life is heading next.
Choose a time that works for you. If nothing suitable is available, reply to my email and we’ll arrange an alternative.
YOUR ANNUAL PLANNING MEETING
Book your Annual Forward Planning Meeting.
This is our opportunity to step back, look at what has changed and make sure your plan still reflects where life is heading next.
Choose a time that works for you. If nothing suitable is available, reply to my email and we’ll arrange an alternative.
YOUR ANNUAL PLANNING MEETING
Book your Annual Forward Planning Meeting.
This is our opportunity to step back, look at what has changed and make sure your plan still reflects where life is heading next.
Choose a time that works for you. If nothing suitable is available, reply to my email and we’ll arrange an alternative.
BEFORE WE MEET
A few things worth thinking about.
You do not need to prepare anything formally, but it can be useful to think about what has changed, what is coming next and what has been on your mind since we last met.
BEFORE WE MEET
A few things worth thinking about.
You do not need to prepare anything formally, but it can be useful to think about what has changed, what is coming next and what has been on your mind since we last met.
BEFORE WE MEET
A few things worth thinking about.
You do not need to prepare anything formally, but it can be useful to think about what has changed, what is coming next and what has been on your mind since we last met.
01
What has changed?
Life rarely stands still.
Think about any changes to work, income, spending, family, health, property or anything else that may affect your financial plan.
01
What has changed?
Life rarely stands still.
Think about any changes to work, income, spending, family, health, property or anything else that may affect your financial plan.
01
What has changed?
Life rarely stands still.
Think about any changes to work, income, spending, family, health, property or anything else that may affect your financial plan.
02
What is coming next?
Look ahead, not just back.
Retirement dates, travel, large purchases, helping family, property decisions or anything else you may be considering over the next year or two.
02
What is coming next?
Look ahead, not just back.
Retirement dates, travel, large purchases, helping family, property decisions or anything else you may be considering over the next year or two.
02
What is coming next?
Look ahead, not just back.
Retirement dates, travel, large purchases, helping family, property decisions or anything else you may be considering over the next year or two.
03
What have you been thinking about?
Bring the questions that have been sitting in the background.
Anything you have been putting off, worrying about, considering or simply want to understand more clearly.
03
What have you been thinking about?
Bring the questions that have been sitting in the background.
Anything you have been putting off, worrying about, considering or simply want to understand more clearly.
03
What have you been thinking about?
Bring the questions that have been sitting in the background.
Anything you have been putting off, worrying about, considering or simply want to understand more clearly.
You do not need to arrive with answers. Bring the things you have been thinking about.
You do not need to arrive with answers. Bring the things you have been thinking about.
You do not need to arrive with answers. Bring the things you have been thinking about.
CHOOSE A TIME
Find a time that works for you.
Select an available time below and your meeting details will be sent to you automatically.
If none of the available times work, reply to my email and we’ll arrange another time.
CHOOSE A TIME
Find a time that works for you.
Select an available time below and your meeting details will be sent to you automatically.
If none of the available times work, reply to my email and we’ll arrange another time.
CHOOSE A TIME
Find a time that works for you.
Select an available time below and your meeting details will be sent to you automatically.
If none of the available times work, reply to my email and we’ll arrange another time.
MAKE THE MEETING USEFUL
Spend the time on decisions, not data gathering.
Before we meet, I may ask you to update some information through your client portal. Having the key details up to date means we can spend more of the meeting talking about what has changed, what may need attention and what you want to plan for next.
The purpose is to look forward as well as back. It is to make sure your financial plan remains relevant to the life you are actually living and the decisions ahead.
The better the context, the better the conversation.
MAKE THE MEETING USEFUL
Spend the time on decisions, not data gathering.
Before we meet, I may ask you to update some information through your client portal. Having the key details up to date means we can spend more of the meeting talking about what has changed, what may need attention and what you want to plan for next.
The purpose is to look forward as well as back. It is to make sure your financial plan remains relevant to the life you are actually living and the decisions ahead.
The better the context, the better the conversation.
MAKE THE MEETING USEFUL
Spend the time on decisions, not data gathering.
Before we meet, I may ask you to update some information through your client portal. Having the key details up to date means we can spend more of the meeting talking about what has changed, what may need attention and what you want to plan for next.
The purpose is to look forward as well as back. It is to make sure your financial plan remains relevant to the life you are actually living and the decisions ahead.
The better the context, the better the conversation.
LOOKING AHEAD
Your plan should keep moving with you.
Your Annual Forward Planning Meeting is the point each year where we step back, update the picture and decide what deserves attention next.
Choose a time
No formal preparation needed. Just bring what has changed and what is on your mind.
LOOKING AHEAD
Your plan should keep moving with you.
Your Annual Forward Planning Meeting is the point each year where we step back, update the picture and decide what deserves attention next.
Choose a time
No formal preparation needed. Just bring what has changed and what is on your mind.
LOOKING AHEAD
Your plan should keep moving with you.
Your Annual Forward Planning Meeting is the point each year where we step back, update the picture and decide what deserves attention next.
Choose a time
No formal preparation needed. Just bring what has changed and what is on your mind.
Wealth Transfer Specialist Ltd is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107.
Wealth Transfer Specialist Ltd is registered in England and Wales, company number 15940667.
Registered address: 24 Picton House, Hussar Court, Waterlooville, Hampshire, England, PO7 7SQ.
Wealth Transfer Specialist Ltd - FCA Number 1056875
© 2026 Wealth Transfer Specialist. All rights reserved.
Wealth Transfer Specialist Ltd is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107.
Wealth Transfer Specialist Ltd is registered in England and Wales, company number 15940667.
Registered address: 24 Picton House, Hussar Court, Waterlooville, Hampshire, England, PO7 7SQ.
Wealth Transfer Specialist Ltd - FCA Number 1056875
© 2026 Wealth Transfer Specialist. All rights reserved.