What to expect from the session?
The aim of the initial chat is just an informal discussion. I’ll do everything I can to make it a valuable use of your time. If it may be appropriate to consider advice. I’ll outline what that looks like, all costs and give you time to consider. There is no obligation to go any further should you decide against this. There is nothing specific you need to prepare in advance, although it can often be useful to have to hand any details you already have on your own pensions or investments if this is something you wish to discuss.
Simply click the link above and answer some questions. It’s the quickest path to a session that’s all about you—tailored, focused, and ready to make a difference.
Tell us about you
Answer a few simple questions to help me understand your needs and goals. This will ensure we understand what you are looking for help with.
Unlock your session
Based on your answers, you'll qualify for a personalised consultation session.
Schedule
You then speak with our Client Relationship Manager Stephen to find a time that works for you.
