Initial financial consultation

We know that working with a financial planner can be a big decision, so we’ll go first.

We offer an initial financial consultation, which we use to get to know you and explain more about what we do.

By the end, you’ll have everything you need to see if we’re a good fit.

What will we discuss?

As part of your initial financial consultation, we will:

  • Help you understand your current financial position
  • Create a forecast for your finances into the future
  • Offer useful suggestions for how to improve your finances
  • Discuss how we can help you with your financial planning
  • Further information about our costs and services

There’s no cost and no small print – just an opportunity to get to know one another and see if we’re a good fit.

Book your initial consultation

To get started, all you need to do is find a date and time that works best for you. Once booked, you’ll receive an email confirming the meeting. It’s that simple!

Initial consultations are held by Zoom. If you prefer to meet in person, or by telephone, please state in the booking notes.

Contact us

Are you looking to partner with an award-winning independent financial adviser? Make smarter decisions with your finances - book a call with an expert today.