Before we speak it will help us be prepared if you send us the details of your issue so that we can research it before we speak. It will also make sure we pair you with the right advisor.
Please pick a time that suits you from our schedule and tell us whether you would prefer a phone call, Zoom or Microsoft Teams. We'll then send you an email invite or call you at the specified time.
We'll send a quick summary of your consultation with our recommendations and any relevant links and documents.
The booking process will include giving us an outline of your situation and taking your payment, so please have your payment details to hand.
We have experts across a wide range of finance specialisms who are all ready to share their knowledge and experience with you.