The first meeting is typically an introductory discussion designed to understand your financial situation, priorities and long-term goals.

This usually involves:

• discussing your current financial position

• understanding your financial objectives

• reviewing any existing investments, pensions or protection arrangements

• explaining the financial planning process and how advice may be provided

The initial meeting helps determine whether financial planning advice would be appropriate for your circumstances.

Yes. The initial discussion is complimentary and without obligation.

This meeting provides an opportunity to:

• discuss your financial goals and priorities

• understand how the financial planning process works

• explore whether working together would be appropriate

To develop an effective financial plan it is helpful to understand your overall financial position.

This may include information about:

• pensions and investments

• savings and assets

• income and financial commitments

• existing protection policies

• future financial goals and priorities

The information gathered allows financial planning recommendations to be tailored to your circumstances.

The timeframe for financial planning can vary depending on individual circumstances and the complexity of your financial arrangements.

The process typically involves:

• an initial discovery meeting

• gathering and reviewing financial information

• developing a personalised financial plan

• implementing agreed recommendations

• ongoing reviews as circumstances evolve

Once a financial plan has been developed, the next step is to present the report to you and may involve implementing the agreed recommendations.

This can include:

• arranging investments or pensions

• reviewing protection arrangements

• implementing tax-efficient financial strategies

• coordinating different aspects of your financial planning

Financial planning is usually an ongoing process that evolves as circumstances change.

Reybridge Capital provides independent financial planning for individuals, families, professionals and business owners seeking long-term financial clarity.

Clients are typically based across:

• Bath

• Wiltshire

• the South West of England

• London

Meetings can be held in person or virtually depending on client preference.

The first step is an initial conversation to understand your financial situation, goals and priorities

This initial discussion typically involves:

• exploring your financial objectives and future plans

• discussing your current financial position

• explaining how the financial planning process works

• determining whether working together would be appropriate

If appropriate, a structured financial planning process can then begin to develop a personalised financial plan.

The cost of financial planning can vary depending on the complexity of your financial circumstances and the services required.

Financial planning fees may involve:

• an initial planning or advice fee

• implementation costs where recommendations are put in place

• an ongoing service fee for continued advice and reviews

Full details of any fees are always explained clearly before any work is undertaken, ensuring you understand the costs involved.