FREE 30-MINUTE DISCOVERY CALL

No.
The Discovery Call is completely free and carries no obligation.
Its purpose is to give you an opportunity to discuss your circumstances with one of our advisers
and determine whether we can add value to your situation.

You can discuss any area where you are seeking financial guidance, including:
• Pensions and retirement planning
• Investments and savings
• Income protection
• Life cover and mortgage protection
• Existing financial arrangements
• Pension transfers
• Redundancy and career changes
• Financial planning
If we can't help with your query, we'll point you in the right direction.

No.
The Discovery Call is designed to understand your circumstances, answer initial questions andexplore whether we can assist.
If we believe we can add value, we'll explain your options and any services that may be
appropriate.
There is no obligation to proceed.

Every situation is different.
Following the call, we may recommend:
• A further advice meeting
• A specific financial planning service
• Assistance with a pension, investment or protection need
• No further action if we don't believe additional advice is required
We'll explain any recommendations clearly and allow you to decide how you would like to
proceed.

The Discovery Call is intended as an introductory conversation rather than a full advice meeting.
We'll discuss your circumstances, answer initial questions and help identify the most
appropriate next steps.
Where detailed advice is required, we'll explain the process involved.

You'll speak with an experienced member of the DNG Financial Services advisory team.
Depending on your circumstances, we may introduce you to a specialist adviser with expertisein the relevant area.

No.
However, if you have specific questions or documents relating to your situation, it can be helpful
to have them available during the call.

The call is scheduled for approximately 30 minutes.
This is typically enough time for us to understand your circumstances, discuss your objectives
and determine how we may be able to help.

The Discovery Call is suitable if you:
✓ Have a financial question and would like professional guidance
✓ Want to understand your options before making a decision
✓ Are reviewing a pension, investment or protection arrangement
✓ Have recently changed jobs or are facing redundancy
✓ Want to explore whether professional financial advice could benefit you

No.
The Discovery Call is completely obligation-free.
Our objective is simply to understand your situation and determine whether we are the right fit
for your needs.