Book your no-obligation discovery appointment with Edale through this form.
A financial discovery session is the first step in providing personalised financial advice and ideas. This initial meeting provides your advisor with an opportunity to understand where you stand currently concerning your finances as well as what your desired outcomes might look like. Your advisor will gather information about your current income, expenses and assets, as well as any existing liabilities and long-term financial life goals. Thereafter allowing them to create customised ideas that are relevant to you and aligned with your financial objectives. Ultimately, this process helps you establish strong foundations on which to build your financial future. Common questions linked to this financial discovery are below the booking form.
Frequently Asked Questions
What is a financial discovery session?
A financial discovery session is an initial meeting with a financial advisor to assess your financial situation, goals, and challenges.
Why is a financial discovery session important?
It helps the advisor tailor advice and recommendations specifically to your financial needs and long-term goals.
How long does a financial discovery session take?
Typically, a session lasts between 30 minutes to an hour, depending on the complexity of your financial situation.
What should I prepare for the session?
Prepare details about your income, expenses, assets, liabilities, and any financial goals or concerns you have.
What is the role of an independent financial advisor IFA?
Independent financial advisors are financial consultants that act as a fiduciary and provide clients with focused financial advice on all the different areas of finances and savings, including retirement planning, wealth management, and mortgage and finance.
