Yes, you can meet us in person or by video call. We use the option that suits you, and the planning process is the same either way.
Can I choose between meeting in person or on a video call?
Posted by
Jordan Hoyland
1 min read
Related Posts
-
Guide – SMART goals: 5 steps to effective financial planning
Planning your finances without clear goals is like setting off in your car without a destination – you might be able to keep moving, but you can’t be sure you’re heading in the right direction.
-
Why overlooking financial protection could put homeowners at risk
Despite new homeowners worrying about losing their home if their income were to stop, only 15% prioritise taking out financial protection, according to a survey carried out by Vitality (22 January 2026). In fact, homeowners…
-
4 practical factors to consider before saving for retirement outside of a pension
More than half of UK pension savers are also building up retirement savings outside their pension, according to a MoneyAge article (22 December 2025). As pensions provide some useful benefits when saving…