Pick a slot that suits you. We’ll send a short pre-meeting note so you arrive (or log in) knowing exactly what we’ll cover — and what we won’t.
No marketing onslaught, no “limited time” nudges. Just a few thoughtful steps designed to make the first conversation feel useful from the moment it begins.
Sixty seconds, no email-confirmation tennis. You see real availability, you choose, you’re done.
~60 secondsFour questions, all optional. Tells us roughly what you’d like to discuss so we don’t spend our first ten minutes asking what you do for a living.
~3 minutesA one-page note with the meeting agenda, what to bring (usually nothing), and a short bio of your adviser. So you arrive prepared, not ambushed.
Within 48 hoursOne hour. Coffee (or tea, or sparkling water). Mostly we listen. Towards the end we’ll share initial thoughts — never a sales pitch.
60 minutesTwo days later, a one-page note arrives in your inbox. What we heard, what we’d suggest, what it would cost. You decide if there’s a next step. No follow-up calls unless you ask.
2 working daysYes — entirely. We don’t charge for initial conversations because we don’t know yet whether we’re a good fit for each other, and it feels wrong to bill for finding that out. If we proceed, fees are laid out clearly in writing before any work begins.
Our typical client has investable assets between £250k and £5m, but we make exceptions where the brief is interesting or the trajectory is clearly upward. Tell us your situation honestly on the form — if we’re not the right fit, we’ll happily suggest two or three firms who are.
Many of our best conversations are second opinions. You don’t need to terminate any existing relationship to talk to us, and we’ll never recommend you do unless we can clearly demonstrate why.
Nothing, ideally. If you have a recent pension statement or portfolio valuation handy that’s useful, but the first meeting is about understanding what you’re trying to achieve — not crunching numbers. Numbers come later.
No. We have a written firm policy: no client engagement is signed in the room, ever. You go home, read the summary, sleep on it, and decide. We genuinely don’t want clients who feel pushed into anything.
Anytime, no questions asked. Use the link in your confirmation email or just reply to it. We don’t take it personally and we don’t add a strike to some imaginary record.
“If you’re reading this and hesitating, it’s probably because you’ve had bad experiences with financial advisers before. So have most of our clients.
The reason they came back — and the reason we’ve never lost a client to another firm in twelve years — is that we are genuinely uninterested in winning your business if we’re not the right fit. Book the call. We’ll either help, or help you find someone who can.”