Michael Roberts

A detailed review of your Financial Plan with your adviser. We allow up to 3 hours to ensure there is sufficient time for discussions without time pressures.

A meeting to focus on a particular subject or issue, between our usual full Forward Planning meetings.

A zoom meeting or telephone call for a catch up with your adviser.

You can select below how much time you think we'll need. If you're not sure, go for 45 mins. If you think we'll need longer than that, just let us know.

Please note this can only be booked up to 28 days in advance. Let us know if you need to book with more notice.