Get in Touch

Send us an email at [email protected] with a brief description of what you'd like to work on and your preferred session format (in-person or video call). We'll respond with available time slots and next steps. The entire booking process typically takes less than 48 hours.

Once you've booked, we'll send you a simple questionnaire to complete. This helps us understand your situation and tailor the session to your needs. We also recommend gathering any relevant financial documents you'd like to discuss—bank statements, loan details, pension information, etc. However, if you don't have everything organised, don't worry; we can still have a productive conversation.

We operate by appointment only to ensure we can give each client our full attention. However, if you're in the Clifton area and would like to drop off documents or have a quick question, you're welcome to stop by during office hours. Just be aware that our consultants may be with clients and unable to have extended conversations without a scheduled session.

We understand that circumstances change. You can reschedule or cancel any appointment with at least 48 hours' notice at no charge. Cancellations with less than 48 hours' notice may incur a £40 administrative fee. Emergency situations are handled on a case-by-case basis.

Yes, we accommodate evening and weekend video consultations for clients who cannot attend during standard office hours. Availability is more limited for these slots, so early booking is recommended. In-person sessions are generally limited to office hours, though we occasionally make exceptions by arrangement.

On-street parking is available on Clifton Heights and nearby roads. Most spaces offer two hours of free parking, which is sufficient for a typical consultation. Alternatively, there's a paid car park on Triangle West, about a five-minute walk from our office. We recommend arriving a few minutes early to allow time for parking.