Let’s talk

My discovery calls typically last for up to 30 minutes.

I like to chat via Zoom as a video call. Once you schedule a call in my online calendar, I’ll update the calendar invitation with a Zoom link.

At the scheduled time, simply click on the link to connect to the Zoom video call. Your computer will automatically detect your camera, microphone and speakers.

Alternatively, we can talk via telephone or Skype. Let me know which you prefer at the time of scheduling the call.

I’ll ask you lots of questions during the call, and seek to answer all of your questions.

By the end of our call, which is at my expense and without obligation, we will know whether there is value in getting together for a face-to-face meeting (Fee £295).

If I can genuinely add value to your financial life, I’ll describe how I work with my clients and the fees I charge for these services.

If we’re not a good fit, I can usually suggest some other steps to consider, or other Financial Planners or government agencies you can speak with.

It’s important to note that the discovery call is at my expense and without any obligation.

Click the button below to see available call times.