Discovery call
Forty-five minutes to establish whether we can help. No product recommendations. Useful if you are comparing firms or unsure which engagement fits.
Appointments
Meeting formats that match the advice
Financial advice is delivered through conversations and paperwork, not a browsing catalogue. Choose the meeting style that fits your stage — first enquiry, deep fact-find, or recommendation review.
Fact-find meeting
Ninety minutes to capture income, outgoings, existing products, and objectives. Bring statements; partners are welcome. This opens a paid engagement once terms are signed.
Recommendation review
Walkthrough of the written report, questions on charges and risks, and agreement on next implementation steps with providers.
What to prepare
- Recent pension or investment statements (even if incomplete)
- Mortgage offer or redemption statement if borrowing is part of the question
- A rough monthly budget — precision can wait; direction cannot
- Notes on dependents, health considerations relevant to cover, and any existing advice
Office meetings take place at 8893 Keeling Throughway, Lang-le-Donnelly, Wales, United Kingdom. Parking is limited on Keeling Throughway; allow a few minutes to walk from the side street.
Typical timeline
- You send an enquiry with preferred dates and the advice topic.
- We reply within two working days with availability and a draft engagement outline.
- Discovery or fact-find is booked; terms and deposit follow if you proceed.
- Research and recommendation meetings complete the cycle.