Your private meeting with Gary
40 free minutes
to work out where to start
Choose a time to tell me about your situation. We will discuss what needs a closer look, what information would help and possible next steps. You do not need to prepare a file or sign up for a product.
How does the first meeting work?
The first meeting lasts 40 minutes by video call. It is free, confidential and comes with no obligation.
What will I get from the first meeting?
Your priorities, in order: what deserves a closer look now, what can wait, and what the next steps would cost if you want to go further. If you are preparing a move abroad, we also map out your decisions for the next 12 months.
Will I have to buy a financial product?
No. We may find that you do not need to do anything immediately. Any recommendation depends on your circumstances, goals and whether a change is actually worthwhile.
Is it really free?
Yes. The first meeting is free and comes with no obligation.