We operate a PAYG booking system via the Calendly links below.
You can book 30 or 60 minute slots at a time that suits you. Cost is £85 for 30 minutes and £150 for 60.
You can cancel or rearrange the meeting anytime up to 24 hours before by using the links in your booking confirmation. Please see our T&Cs for full details.
All our sessions are recorded on Zoom and you’ll be sent a link after the meeting so you can watch it back as much as you need to for six months. After six months the file will be deleted from our system.
During the meeting we will ask you to screen share specific parts of your plan, spreadsheets and CISI feedback to help you establish what needs to be amended, what areas to concentrate on and the order to tackle it all.
You can arrange a one-to-one meeting with Jacqueline Lockie CFP™ via our Calendly booking system below.
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Please fill out this contact form to get in touch with any questions or comments about our CISI L7 case study financial plan assessment training courses or our comprehensive financial planning Training and Development training scheme.