Your meeting is confirmed
Thank you for booking an introductory call with me.
You should receive a confirmation email shortly with the meeting date, time and Microsoft Teams details. The Teams invitation will appear near the bottom of the booking confirmation.
I look forward to learning more about your situation and the financial decisions you are facing.
What happens next
You do not need to prepare a complete financial file or have every detail perfectly organised before we speak.
The purpose of the introductory call is to understand:
- what prompted you to book
- what you would like help with
- which financial decisions are currently on your mind
- whether there is a genuine advice need
- whether I am the right adviser to help
We will not attempt to provide detailed or personalised financial advice during this initial conversation.
If it appears that I can help, I will explain what the next stage would involve, what information may be needed and how the advice process works.
A few things worth thinking about before the call
What prompted you to book?
Think about the event, concern or decision that made financial planning feel important now rather than six or twelve months from now.
What would you like to understand?
You may have questions about pensions, retirement, investments, protection, estate planning, tax coordination or returning to the UK.
What is currently unclear?
Consider the areas where you feel uncertain, have received conflicting information or have delayed making a decision.
What would a good outcome look like?
Think about what you would like to feel clearer or more confident about after receiving advice.
I look forward to speaking with you
Thank you again for booking.
Before the call, simply think about what prompted you to reach out, what feels unresolved and what you would like your finances to make possible.
We can work through the rest together.