One to One Consultations
Life can be busy and we’d often benefit from a guiding hand around our finances - even better if that’s available on site.
We’re giving you the opportunity to meet with Brendan Bartley, Certified Financial Planner, 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 20 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 Brendan.
Who: Financial Advisor, Brendan Bartley will deliver these appointments.
When: The appointments will take place on February 19th from 09:00 - 17:00. Duration of the appointments will be 20 minutes.
Do I Need to Sign Up? Yes, to register, please follow the link below and choose your preferred time via the booking form.
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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