Appointments
How a planning meeting unfolds
Retirement and pension advice is delivered through a short sequence of appointments—not a single sales call. Here is what to expect before you book.
Where we meet
Face-to-face appointments are held at our Upton Hackett office. Video meetings are available for clients elsewhere in Great Britain who prefer not to travel with a stack of statements.
Please allow ninety minutes for a first fact-find. Recommendation meetings are usually sixty to seventy-five minutes once the analysis is ready.
Appointment stages
-
Introductory call (20 minutes)
We confirm whether your question sits inside our advice permissions and outline likely fees. No charge for this call.
-
Fact-find meeting
Income, spending, pension statements, and goals. Couples attend together when the plan will fund a shared household.
-
Analysis window
We build cashflow and scheme comparisons. You may receive clarifying questions by email while we wait on providers.
-
Recommendation meeting
We present the written plan, walk through assumptions, and agree next steps—including whether further regulated advice is needed.
What to bring
- Recent workplace and personal pension statements
- State Pension forecast if you have one
- A simple monthly spending note (rough figures are fine)
- Details of ISAs, bonds, or taxable investment accounts
Ready to start with Retirement Income Planning or another consultation?
Request an appointment Browse consultations