Your first meeting with Beresfords


The purpose of our first meeting is to understand who you are and what is truly important to you. We talk about your values, goals, the important people in your life and what an ideal relationship with a trusted adviser would look like.

We also gather enough information to understand where you are financially today and where would you like to be in the future.

We discuss how we work with our clients and answer any questions you may have.

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