When you just want to talk to someone
Not everyone needs an in-depth analysis of their situation. Sometimes you just want to ask a simple question. Or have a meaningful conversation about what's bothering you.
And then move on…
So, we also offer the chance to just chat. About money. With an Expert. To have a conversation about what concerns you. To get support, help and, most importantly, a better understanding of the choices you face
What to expect
These calls will help you explain your situation and get answers. We can provide information on the potential impacts of different plans you have in place. And give guidance on the pros and cons of the actions you may be considering.
The result should be a better understanding of what is possible for you. And the ability to move forward with more confidence.
How it works
'Book now' to find a suitable time to speak
We'll send you a link asking for some details on your issue so we can organise ourselves and make the most of your time
We meet online for your 60 minute conversation
We deliver an audio recording of the conversation (and appropriate follow up material) so you can refer back to the details at any time
*Over the age of 50? Before you consider paying us for guidance, you should first speak to PensionWise, an organisation funded by Government. They offer FREE 45-60 minute guidance consultations on defined contribution pension (personal or workplace) to those who wants to start considering their options under the new pensions freedom regulations.