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. Please note this can only be booked up to 14 days in advance. Let us know if you need to book with more notice.