Bring questions, not a shopping list
Start with what you want your money to support. Your business, family, future location and access to funds all belong in that conversation. Write down what is unclear and what a useful answer would look like.
Know who you are speaking to
Before engaging, ask which legal entity will advise you, whether it can serve your place of residence, what its service includes and how it is paid. Ask how any introduction fee works. A familiar name should make the conversation easier to start, not remove those questions.
Make the handover useful
An introduction is better when the adviser knows why you are meeting. Agree a short brief and what you are comfortable sharing. Detailed financial records can follow through the provider’s agreed process.
Understand the next commitment
Leave the first discussion clear on the proposed scope, charges, decision points and who is responsible for what. Take the time you need to understand the risks before making a decision.