Digital Finance Consultations

We’re giving you the opportunity to chat with one of our Certified Financial Planners, who’ll provide confidential, impartial guidance on your own pressing issues. Perhaps that’s getting your 1st mortgage, saving money on your existing mortgage, getting better value on your life assurance, saving, investing, kids‘ education, pensions, taxes, budgeting or whatever. Sessions are scheduled in advance in 30 minute time slots so please make your booking and, to make the most of your time, consider the questions you’d like to discuss with our expert.

Who: Financial Advisor, James McGoldrick will deliver these appointments.

When: The sessions will take place on October 13th from 09:00-17:00 via Zoom. Duration of each consultation will be 30 minutes.

Do I Need to Sign Up? Yes, to register please choose your preferred time slot via the booking form below. You will be sent an individual meeting link in advance of your session.

Registration 

Please note, if a time slot has already been booked you can click on “Wait” to sign up for a wait list for that particular time slot. Meaning that you have no booking but are on a waiting list for this time slot if there is a cancellation.

If there is a “Sold” button or blank space next to the time slot this means both the time slot and the wait list slot have been taken.

If you receive an error message, this means multiple people are trying to book for the same time slot. Refresh the page and repeat the booking process to confirm your booking.

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