Appointments
From enquiry to first session
Financial advice consultations need preparation. This page explains how we schedule time, what documents we ask for, and how meetings are held.
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Enquiry
Submit the contact form with the consultation type and any deadline. We reply within two working days with availability and a fee confirmation for standard scopes.
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Document checklist
For retirement and portfolio work you receive a short list: recent statements, State Pension forecast, and a spending outline. Mortgage enquiries need the lender’s illustration or Decision in Principle where available.
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Meeting format
Most clients meet by secure video from home. In-person sessions are offered at 685 Jermey Mountains, Larson Park, Wales, United Kingdom, on agreed weekdays. Sessions typically last 60–90 minutes.
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Follow-through
Written notes or plans arrive after the agreed meetings. A follow-up call is included with Retirement Income Planning; other consultations can add one if needed.
Rescheduling
Give at least 48 hours’ notice to move a booked session without charge. Late cancellations and no-shows are covered in our refunds and cancellations policy.
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