Your first meeting with NH Wealth: What to expect

Here, you should find all the information you need to feel well-prepared for your first meeting with Nick at NH Wealth. If you have any questions ahead of the meeting, feel free to email Nick. 

How to book your first meeting with NH Wealth 

Once you’re ready to book your first meeting, there are a couple of options: 

• Schedule your free 30-minute consultation in-person, or; 

• Schedule your free 30-minute video call 

Use the calendar to choose a time and date that suits you. Dates in blue are available, and those in grey are not. 

What to expect at your first meeting 

Whether you choose to meet in person or via video call, expect a friendly chat. This first meeting is all about getting to know each other in a relaxed environment.  

There’s no obligation to become a client - you don’t have to sign up to anything and there won’t be any pressure. 

Nick will ask you a range of questions. Some may feel quite personal, but they’re important for him to understand your circumstances, financial plans, and future goals. This ensures Nick’s recommendations are tailored specifically to you. 

What you need to prepare 

Ahead of the meeting, think about your goals and be ready to share. Are you planning for retirement? Are you saving for a life event? Are you interested in investing and, if so, do you have an idea of what you’d like to invest in?  

If you can, please bring along any payslips, and statements relating to pensions, savings and investments.  

Feel free to ask Nick any questions. He tries to avoid using financial jargon but, if anything is unclear, just ask.  

Mostly, we ask you to be prepared to answer questions honestly. Please understand that the conversation is strictly confidential and Nick only asks about what he needs to know so he can outline your best options. 

What happens next? 

After the meeting, Nick will provide a summary of his recommendations and outline the suggested next steps. 

From there, it’s up to you to take away the information you’ve been given and decide how you’d like to proceed.  

If you’d like to learn more about Nick, head to the ‘founder story’ article in the NH Wealth blog.  

Ready to get started? Book your meeting with NH Wealth today.