Book a meeting

We have regular meetings across the UK. They are a great way for you to ask us any questions you have and find out more about how we can help.

If I book a meeting, am I committed to using you?

There is no obligation whatsoever. You are free to take the initial consultation and not use our services. Please remember that we are only able to give an overview of your options in the meetings.

What will I find out about?

We'll look at your financial position in the UK and Australia. You'll find out about strategies to maximise your pension and wealth when you emigrate. We'll show you how to avoid some of the pitfalls that could otherwise cost you as much as 46.5% of your pension.

Do I need to do anything before we meet?

We'll need to know some basic information about you before we meet. This helps us prepare advice specifically for you to ensure the meeting is as helpful as possible for you. After you book a meeting below, we'll send you a brief questionnaire for you to fill in.

When and where can we meet?

We'll arrange our meeting around you. You can choose from any of the following six locations across the UK at a time that suits you: London, Oxfordshire, Reading, Bristol, Glasgow, Leeds and Manchester. Alternatively, we can arrange a teleconference.

After you complete the form below, we'll contact you to arrange a date and confirm the location of your meeting.

To find out more, please fill in the form below:

* Mandatory fields

Your details

Name: *  
Phone: *  

If you're not based in the UK, please include the international dialling code E-mail: *  

Additional information

You don't have to answer these questions, but if you do, it will help us prepare for your meeting

Are you migrating permanently?  
Please Select Yes No Have you had your pension for more than 8 years, or does it exceed £30,000?  
Please Select Yes No Where would you like to meet?  
Please Select London Oxfordshire Reading Bristol Glasgow Leeds Manchester teleconference