Ask an expert

Bringing you our outstanding remote advice service.

1

Choose a date and time when it is convenient for you to talk to one of our advisers.

2

Our adviser will call you at a scheduled time as your free initial consultation. This will take approximately 15 minutes.

3

If you would like to proceed to the personalised advice stage, you can schedule a second meeting.

4

You will have access to our periodic review service as well as to your adviser via our remote advice service.

Please choose if you’re a new or existing client

If you’re a new client, please use this booking form to book an initial consultation with an adviser.

Our remote advice service could help you to achieve your financial goals. Book a free consultation with an adviser to see if we can help.

The purpose of the initial consultation is to find out more about you in order to determine if personal financial advice will benefit you. On this call, the adviser will explain the advice process and how we can provide advice for your specific requirements. Alternatively, you may find out how you can start to achieve your financial goals by yourself. The service is tailored simply to benefit you.

On the first call, we will be unable to provide personalised advice. There is no obligation to proceed with the advice process but if you decide to take it, your adviser will explain the associated charges.