pre appointment

Our initial meeting is a chance to get to know each other, to understand what you are looking for and to see if we can get you the best outcome. There is no cost to you for this meeting, and while we certainly hope we can work together, there will be no pressure or obligation for you to engage our services.

Before We Meet

Prior to our first meeting, we ask that you complete this form to give us a kick start before your meeting.

Please note: As we do not store your information on our website, you are not able to save your answers as you go. 

  • Thank you for taking the time to complete this form. The information you have provided helps us to begin to understand your needs in greater detail, which means we can spend more time in our appointment getting to know you, and helping you get the best result

    We also appreciate that this information is very personal, and we take confidentiality extremely seriously. The information you have provided is not stored on our site. This information will not be shared at ANY time outside of our financial planning team, unless you have given us express written permission to do so.