Review Meeting Pack Generator
Create an agenda, client prep email and adviser checklist for review meetings.
Compliance note: Professional-use tool only. Outputs are working drafts for adviser review and are not tax, legal, investment, pension, mortgage, insurance, regulatory or financial advice. Verify all figures, assumptions, deadlines and wording against current HMRC, FCA, Companies House and professional-body requirements before using with a client.
REVIEW MEETING PACK Client: Client Meeting date: 21/06/2026 Focus: Annual financial planning review Agenda: 1. Confirm objectives and material changes 2. Review previous recommendations/actions 3. Update income, expenditure, assets and liabilities 4. Review risk profile, vulnerability and capacity for loss 5. Review tax allowances, pension contributions and protection needs 6. Agree next actions and review date Client prep email: Hi Client, Ahead of our review meeting, please send any updated statements, income details, pension information, protection documents and notes on any material changes since our last review. Compliance note: This is a meeting pack for adviser review. Tailor it to the advice permissions, client needs, Consumer Duty requirements and firm review process.