What Happens Next?
In the next few minutes you should receive a Zoom invitation link for the meeting.
If it hasn’t arrived please check your Junk or Clutter folder. All you need to do is click the link to start your meeting at the time of your appointment.
Before we meet, please download and complete as much as you can of our financial questionnaire:
You can also download our Key Facts About Your Privacy document here:
As well as our Terms of Engagement:
You will receive reminders by text and email, if you are unable to attend the meeting please let us know as soon as possible.
Whilst there is no cost for our initial meeting, if you fail to attend or give less than 48 hours notice of a cancellation we reserve the right to charge you £150 for the time that could have been allocated to another client.