First Consultation at no charge

1 hour

Schedule a no obligation meeting with one the financial planning team.

Review Appointment

1 hour

Schedule a financial planning review meeting with your financial adviser.

myMoneyPT consultation

45 minutes

Do you want to start a savings plan but don't know how? Track your spending and save with your own Money Personal Trainer.

Skype booking

1 hour

If you're unable to make into the office simply book a Skype booking and undertake your appointment from home or workplace.