What sort of information will you require from me, and will it be treated confidentially?

What sort of information will you require from me, and will it be treated confidentially?

The information we will request from you typically includes:

Past 5 years financials

Asset & Liability spreadsheet 

Budget

Wills

If you complete and return a letter of authority to us, we can liaise with your accountant/bookkeeper and obtain the figures we require directly

If there is someone in the family who we are best to contact in regard to these matters please make us aware, and let us know which software you use.

Each family member participating in the process will be sent a questionnaire to be completed and returned at a set date prior to their first face to face meeting with the consultants. The questionnaire is quite detailed, and it is important to take the time to complete this thoroughly to ensure you and your family get the most benefit from this process.  

We can assure you all information we receive will be treated with confidentiality. We will not “get out” your questionnaires to show other family members, or quote anything you have divulged in your individual meetings. It is important to the process that you can be open and honest with the consultants, and rest assured they will not break your confidence.



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