Let's start with a conversation.
The fastest way is to book a 30-minute slot on Calendly. Or send a message below, call, or message on LinkedIn. Whatever fits your day.
Send a message
Tell us a little about what's on your mind. We'll come back to you within one working day.
The first call is free, and unhurried.
A few questions we hear most often before someone books their first conversation.
You'll get a calendar invite with the meeting link (or a phone call if you've chosen that). Beforehand you'll receive a short note from John with a few light questions to think about. Nothing prescribed, just so the first 30 minutes can actually be useful.
No. The first 30-minute conversation is free of charge with no obligation to do anything afterwards. You only get charged once you've agreed in writing to take a piece of work forward.
Nothing required for the first call. If you'd like to be specific about pensions, mortgages or investments you already hold, having the basic details to hand helps, but it's not essential. The aim of the first call is to listen, not to interrogate.
Yes. In-person meetings happen in Sheffield by arrangement. Most ongoing reviews work fine by video call, but anything significant can be done face-to-face if you'd prefer.
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