Get in Touch

When you contact us, one of our team will respond to arrange an initial consultation. This meeting is exploratory and free of charge. We'll discuss your situation, explain how we work, and outline which services might benefit you. There's no obligation to proceed, and you'll have time to consider everything before making any decisions.

Not for the initial contact. Simply reach out and we'll guide you through what information would be helpful. Before our first meeting, it's useful to gather recent pension statements, but don't let this delay getting in touch. We can advise on exactly what we'll need once we understand your situation better.

Absolutely. Many of our clients, particularly those outside London, work with us entirely via video call. We use secure video conferencing and can share documents electronically. The quality of advice is identical whether we meet in person or virtually.

That's perfectly fine and quite common. The initial consultation helps you understand whether professional advice would benefit your situation. Many people contact us simply to explore their options or get a second opinion on advice they've received elsewhere. There's no pressure to become a client.

We typically offer initial consultation appointments within one to two weeks of contact. If you have urgent circumstances, such as an imminent retirement date or time-sensitive pension decision, let us know and we'll do our best to accommodate earlier.

Yes, we serve clients throughout the United Kingdom. While our office is in London, approximately sixty percent of our clients are based elsewhere. Through video meetings and secure document sharing, we provide the same comprehensive service regardless of location.