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Book An Appointment

Take the first step toward your financial goals. Schedule a one-on-one consultation with our experienced advisors to discuss investment strategies tailored to your needs. Your future starts with a simple conversation.

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Frequently asked questions

What can I expect from a meeting with a Specialist Financial Adviser?

When you request a detailed conversation about your finances, a Specialist Financial Adviser from Eton & Co Financial Services will usually meet you via video call. In some circumstances, they may be able to meet you in person in the comfort of your own home.

During the meeting, your Specialist Financial Adviser will look at your financial situation as a whole, and discuss your specific goals, priorities or concerns.

How much does financial advice cost?

Your adviser will explain any charges as part of an initial conversation. This conversation is at no charge, and allows you to agree the areas in which you would like our help and advice.

You will only be charged once you have agreed the services you wish to receive from us, and the associated costs.

Learn more about our charges here.

What should I prepare ahead of the meeting?

To make the most of your time with your Specialist Financial Adviser, it can be handy to have your questions ready, as well as any information or documents relating to your finances (such as savings or investment details).

You may also be asked to complete a ‘Financial Outline’ ahead of the session. This enables you to tell your Adviser about your current circumstances and future goals, so they can prepare an appointment tailored to you.

If you choose not to complete the Financial Outline in advance, you’ll need to do it as part of your appointment.

How long does an advice appointment last?

The time you spend with a Specialist Financial Adviser will depend on the type and complexity of the advice you need.

Typically, you’ll have an initial meeting of around 30 minutes to chat through your needs and see how we can help you. Then, you’ll usually have at least one longer follow-up meeting (1-1.5 hours) to fully review your circumstances and goals - before a final session where we present our recommendations.

Frequently asked questions

What can I expect from my meeting?

Our Specialist Financial Advisers can provide a full review of your financial situation and help you to build your future plans.

If a full review isn’t necessary, you may be referred to our Education Support Specialists instead, who can help you with a range of general queries and support.

When you book your appointment, our team will ensure that you get the support that’s right for your needs.

How much does financial advice cost?

Your adviser will explain any changes as part of an initial conversation. This conversation is at no charge, and allows you to agree the areas in which you would like our help and advice.

You will only be charged once you have agreed the services you wish to receive from us, and the associated costs.

Learn more about our charges here.

What should I prepare ahead of the meeting?

If your meeting is with a Specialist Financial Adviser, it can be handy to have your questions ready, as well as any information or documents relating to your finances (such as savings or investment details).

You may also be asked to complete a ‘Financial Outline’ ahead of the session. This enables you to tell your Adviser about your current circumstances and future goals, so they can prepare an appointment tailored to you.

If you choose not to complete the Financial Outline in advance, you’ll need to do it as part of your appointment.

How long does an advice appointment last?

The time you spend with a Specialist Financial Adviser will depend on the type and complexity of the advice you need.

Typically, you’ll have an initial meeting of around 30 minutes to chat through your needs and see how we can help you. Then, you’ll usually have at least one longer follow-up meeting (1-1.5 hours) to fully review your circumstances and goals - before a final session where we present our recommendations.

An initial meeting with an Education Support Specialist will usually last around 30-45 minutes and will take place via video call.

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'ETON & CO' is a trading name of the Eton & Co Group of companies. Financial advice is provided by Eton & Co Financial Services Ltd.

Eton & Co Assurance Society is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Eton & Co Financial Services Ltd and Eton & Co Unit Trust Managers Ltd are authorised and regulated by the Financial Conduct Authority. Read more information about the Eton & Co group of companies.