Consultations
Meeting formats for financial advice
Consultations are how Oakmere delivers UK financial advice: a short introductory call, then structured meetings once you decide to proceed. No obligation after the first conversation.
Formats
What you can book
20 min
Introductory call
Confirm your goals, share rough figures, and hear whether our advice areas fit. Free of charge.
75 min
Discovery meeting
In person at Great Willms or by video. Full fact-find covering income, debts, pensions and protection.
60 min
Recommendation walkthrough
We present the written plan, answer questions, and agree which actions you will take first.
Where we meet
Face-to-face consultations take place at our Great Willms office. Video consultations use a secure link sent after you book. Documents can be shared in advance by email so the meeting stays focused.
What to bring
- Recent pension and ISA statements
- Mortgage or rent figures and loan balances
- A short list of goals with rough dates
- Existing life or income protection schedules
If paperwork is incomplete, we can still hold the introductory call and list what to gather next.
Next step
Ready to talk through your situation?
Tell us which advice area interests you and a preferred time of day. We typically reply within one working day.