Get in Touch

Yes, we work by appointment to ensure we can give you proper attention without rushing. We generally have availability within a week or two, though busier periods around tax deadlines may require longer lead times. Email us with a few times that work for you and we'll arrange something.

For most services, we offer a free 30-minute initial consultation where we discuss your situation and explain how we might help. This is an opportunity for both of us to assess whether we're a good fit before committing to anything. More detailed assessments are charged at our standard hourly rate.

Absolutely. Many of our clients prefer video consultations, especially for ongoing support. We use secure video conferencing that works on any device. Document sharing is handled through encrypted channels. Remote clients receive exactly the same level of service as those who visit in person.

For an initial consultation, just come with your questions and a general idea of your financial goals. You don't need to prepare detailed documents—that comes later if we decide to work together. If you have specific documents you'd like us to review, bring them along, but it's not essential for a first meeting.

We take data protection seriously. All client information is stored on encrypted systems with strict access controls. We're registered with the ICO and fully compliant with GDPR. Financial documents are retained only as long as legally required and then securely destroyed. You can read our full privacy policy for details.

Life happens—we understand that. Please give us at least 24 hours' notice if you need to change your appointment and we'll happily reschedule. For cancellations with less notice, we may need to charge a small fee to cover our preparation time, but we always try to be reasonable about genuine emergencies.