Book your clarity call

A short, relaxed conversation to explore your goals and see whether my approach feels right for you.

The Clarity Call is simply a chance to talk things through.

If it feels right to continue, we’ll discuss next steps and timing afterwards.

I work with a small number of clients at any one time, so availability is intentionally limited.

If there isn’t an immediate slot, we’ll simply book the next suitable window.

I work with a small number of clients at any one time, so availability is managed carefully.

If there’s a short wait, we’ll simply agree a timeframe that works for you.

I work with a small number of clients at any one time, so availability is intentionally limited.

If there isn’t an immediate slot, we’ll simply book the next suitable window.

How the process works

If you’re the kind of person who likes to understand the full picture, here’s how things typically unfold:

Clarity Call - A short, relaxed conversation to see whether this approach feels right

Foundations Meeting – understanding your situation, priorities, and concerns

Planning Session – exploring options and agreeing a direction

Recommendation Meeting – presenting clear advice and deciding what happens next

You don’t need to decide anything now.

This page is simply the first step.

Each stage is explained clearly, and you stay in control throughout.

Independent advice

FCA regulated

A relaxed first step

Wealth Transfer Specialist

A trading name of Harvest Associates Ltd

Authorised and regulated by the Financial Conduct Authority (FCA).

FCA Firm Reference Number: 629749

Registered address:

Harvest Associates Ltd

9 Midland Way

Barlborough

Chesterfield

S43 4XA