Initial Meeting

Your initial meeting at Pinnacle Financial Planning is an introduction to your Financial Planner, the planning process and the services we can provide you.
In order for your Financial Planner to identify the appropriate services to meet your needs and to ensure we have accurate and complete information in respect to your current circumstances, we may request you bring the following information (where appropriate) to your initial appointment to assist in the financial planning process:

IncomeExpenses/LiabilitiesAssets
Current Payslips
Investment Income
Pension Income
Other Income
Housing Expenses
Transport
Food
Health
Education
Personal
Credit Card Expenses
Other Expenses

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