FixThatNow
Financial-planning consultation — Financial adviser
A consultation can help clarify which financial questions need attention before commissioning a larger engagement. Describe the decision or goal, relevant country and whether you want a broad overview or a specific recommendation, with detailed records shared only through secure onboarding.
Service scope
A focused professional consultation to organise financial goals, identify information gaps and define any further advice required. Its scope and regulatory status must be clear; an introductory conversation is not automatically a complete financial plan or a product recommendation.
What is normally included
- Goal and information review
- Clarifying the advice needed
- Agreed consultation summary
What is not included
- Unlimited financial planning
- Assumed product suitability
- Guaranteed improvement in finances
Typical tasks
- Clarify the financial question
- Identify competing goals
- Review agreed information categories
- Explain the next assessment steps
- Produce the agreed meeting summary
What to include in your brief
- Main financial goal
- Country
- Guidance or personalised advice sought
- Preferred meeting format
- Written-output requirement
Choosing the right professional
Ask what the consultation includes and whether the provider is giving guidance or regulated personal advice. Confirm the reading allowance, written output and any follow-on sales or advice charges so an introductory meeting is not mistaken for a complete review.
Important considerations
- Incomplete information limits meaningful conclusions
- An introductory fee may exclude recommendations
- Commercial follow-up can be confused with independent planning
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