Schedule Appointment with Bloomfield Financial Limited

First Consultation

Initial Consultation Holistic Planning

1 hour 30 minutes

Book this type of appointment if it is the first time you are coming to see us for holistic financial planning.

Initial Consultation (Pension)

1 hour 30 minutes

Book this type of appointment if it is the first time you are coming to see us about your Pension matter.

Initial Consultation Investments

1 hour 30 minutes

Book this type of appointment if it is the first time you are coming to see us about your Investment needs.

Initial Consultation (Mortgage)

1 hour 30 minutes

Book this type of appointment if it is the first time you are coming to see us about a mortgage or an insurance matter.

Initial Consultation (Lifetime Mortgage / Equity Release)

1 hour 30 minutes

Book this type of appointment if it is the first time you are coming to see us about a mortgage or an insurance matter.

Initial Consultation (Insurance)

1 hour

Book this type of appointment if it is the first time you are coming to see us about an insurance matter.

Initial Consultation (Wills, POAs, Trusts)

1 hour 30 minutes

Book this type of appointment to arrange your Will , Power of Attorney or Trust

Follow Up Appointments

Next Step

1 hour

Follow Up Appointment (In Person)

1 hour

If you need to see either adviser again, after already having had an initial consultation you can book it here.

Follow Up Appointment (Online)

1 hour

Need to schedule another appointment with us via video or phone.

Annual Review

1 hour

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