What happens next?
When you contact LifeSight Financial Advice
Submit your expression of interest form by post, email or on this website.
You will receive a short questionnaire that you are required to complete and return before the meeting.
On receipt of the completed questionnaire the LifeSight Advice Team will provide you with details on how to book an appointment with an adviser via a Teams virtual meeting.
You will attend your meeting with a LifeSight Financial Advice Consultant. We would encourage you to bring someone along with you to the meeting.
You will receive a written report in the days following your meeting summarising your offer and presenting the analysis discussed at the meeting. This acceptance form received either by post or in an Adobe email must be signed and returned before deadline date.
