Introduction
About Us
We meet with you and introduce LPS Estates to you, and familiarise you with:
- who we are,
- the services we provide
- the potential benefits of our service to you
- the ethos of the company
About You
We believe that a successful business is based on strong relationships, so the next stage is where we learn about you. On a general note we will talk to you in order to find out:
- What your past investment preferences were
- The investments that you hold presently
- Your hopes are for the future
- Your general attitude towards different types of investments