Appointments
Diary slots matched to the advice you need
Financial advice appointments at Blue Anchor are booked by consultation type. We confirm suitability on a short call, send a document checklist, then hold a meeting in Hamilling or by video.
Request a slot
Typical appointment shapes
Introductory suitability call
No charge. We check whether regulated advice is appropriate and which consultation fits.
Focused review meeting
Pension review, protection assessment, or family wealth conversation with written notes afterwards.
Comprehensive planning engagement
Two discovery meetings, analysis, and a presentation of the written plan — our flagship service.
Before you arrive
- Recent pension statements and annual benefit summaries
- Mortgage illustration or latest repayment schedule
- Existing life or critical illness schedules
- A short list of decisions you want settled this year
Meetings at 5622 Watsica Trail, Hamilling, Scotland, United Kingdom run Tuesday to Friday. Video appointments use a private link sent after confirmation. Rescheduling rules appear on the refunds page.
Ready to hold a date?
Share your preferred consultation and a few available dates. We reply within two working days with next steps.
Schedule via enquiry form