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A good financial plan starts with a conversation. Not with a product.

All appointments take place via video call. One question in advance, so that you end up in the right calendar straight away:

New here?

introductory call

45–60 minutes · free of charge · video call

Haven’t met yet? I’d be delighted to change that. In a free introductory call, we’ll take a no-obligation look at where you’re at, what you’re hoping to achieve and whether we’re a good fit. No sales pitch, no obligation.

Book an introductory call

Already a client?

Client appointment

45 minutes · video call

Are we already working together and do you need an appointment for an update, a claim, a change in your personal circumstances or simply a question? You can book an appointment directly in my calendar here, without having to go through email or the phone.

Book a consultation