Book a Financial Planning Meeting

Book a Financial Planning Meeting

You can book a 45 minute online meeting with one of our team of financial planners here.

Here’s how:

  1. Under Select Service, click on Financial Planning meeting 45 mins
  2.  Select your preferred advisor (or select Anyone if you don’t have a preference)
  3. Select your preferred day and time
  4. Input your contact details and any other information you think it would be good for our advisor to have ahead of the meeting.

You will receive an email confirming the details of your meeting and a link for your meeting.

Please note that you can only book a financial planning meeting for a time at least 12 hours after the time of booking.

Read more about our approach to Pensions, Investment and Protection