Guide Download Image Bereavement 1800X1200px

Book your meeting

Receive your £100 John Lewis voucher when you attend a meeting with one of our advisers.

Your advice journey starts here

Now that you've registered for our latest webinar, it's time to discover how our advisers can help you to reach your financial goals. Booking your first appointment with one of our advisers is simple, just fill out the form below and we'll be in touch to find a convenient time for you. 

Your first meeting with an adviser - known as the Meet & Greet - is completely free of charge. You can discover more about our six step advice journey here.

  1. 1

    Complete the form and we'll be in touch to book your meeting

  2. 2

    During your first meeting, your adviser will discuss your financial goals and current circumstances so that we can help get you on the right path 

  3. 3

    Once you've attended your meeting, you and the friend who referred you to us will each receive a £100 John Lewis voucher.