Your first appointment gives us the chance to get to know you – where you are now and what you’re looking to achieve.

We’ll answer any questions you have, explain how the process works in clear, straightforward terms, discuss your options and outline the next steps.

All of our appointments take place by video call or telephone, so you can talk with Adam or Megan wherever you are in the UK.

Please allow around 30 minutes.

Once you’ve booked, you’ll receive a confirmation email with everything you need for your appointment.

Before we meet, you’ll be invited to:

  • Set up your account on our secure Client Portal, powered by Acre.
  • Verify your identity using Acre’s secure live photo ID check, which also allows us to obtain your Equifax credit report.
  • Complete the “Tell us about you” section, giving us the information we need to understand your circumstances.
  • Upload any relevant supporting documents.

Completing these steps beforehand means we can review your circumstances and prepare properly for our conversation.

If you’re applying jointly, we’d recommend that both applicants attend wherever possible.

Your first appointment is free.

If any fees become payable after that, we’ll explain them clearly and document them before you make any commitment or we carry out any work.

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Completing the short pre-booking questions and booking your appointment should take no more than five minutes.