How to book an appointment

If you would like to book an appointment with a Specialist Financial Adviser from Eton & Co Financial Services, you can do so quickly and conveniently online.

When you book online, you’ll be matched with an adviser local to you, and who specialises in your field.

Once you’ve completed the online form, a member of the team will call you to confirm a time and date for your appointment.

Please note that charges may apply. We will not charge you until you have agreed the services you require and the associated costs.

Book an appointment 

Other ways to book an appointment

If you have a My Eton & Co account, you can also book an appointment via your My Eton & Co home page.

Call us on 0808 149 9416. Lines are open Monday to Friday, 9am - 5pm.

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Not yet signed up to My Eton & Co?

Join over 49,000 of our customers already using our secure online portal and put your plans and policies at your fingertips. My Eton & Co lets you:

  • View and manage your plans and policies anytime, anywhere
  • Book appointments for financial advice
  • Get help and support when you need it.