Service model
Appointments
Advice at Willow Court runs through scheduled meetings — not walk-in hours. Choose a discovery call if you are unsure which consultation fits, or book a fact-find once fees are agreed.
Meeting types
Introductory call · 20 minutes
Confirm whether regulated advice is needed, outline likely fees, and identify which consultation matches your decision. No charge; available by phone or video.
Information meeting · 60–90 minutes
Held after you accept an engagement letter. We gather income, spending, pensions, and protection details. Bring statements or share scans beforehand.
Recommendation meeting · 60 minutes
Walk through the written advice letter, cashflow charts, and next actions. Couples usually attend together so decisions are shared.
Where we meet
In-person appointments take place at our Friesenhampton office. Video meetings use a private link sent the day before. We do not hold advice meetings in cafés or shared coworking rooms because confidential documents are involved.
If you prefer a home visit within a reasonable drive of Friesenhampton, ask when you enquire — availability is limited to morning slots.
What to prepare
- Recent pension statements and State Pension forecast
- Rough monthly spending list, including mortgage or rent
- Any existing life or income protection schedules
- For directors: latest company accounts summary and contribution history
Ready to schedule? Request a discovery call or name the consultation you have in mind.