| Client
Journey
We follow a process of 2/ 3 meetings as well as administration processes to meet your financial planning requirements:.
 The initial meeting is arranged to provide you with the opportunity to meet with us and assess if we can work
 together to meet your aims, goals objectives.
The Discovery Meeting is arranged so that we at Eagle can discover as much information and financial detail as
possible in order to provide solutions/action plan.
The Initial and Discovery Meeting may be combined where appropriate
We discuss at our Presentation Meeting our solutions/action plan that is provided in a detailed report prior to the
meeting.
You can instruct us to implement any solutions/actions where required or take on this role yourself.
You can join our Eagle Membership for ongoing service and reviews according to your needs.
To find out more about your servicing requirements
and our annual review please click on the buttons
below.
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