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The best place to start is a conversation.

If you have one specific question, bring it. Something like what to do with a pension, whether an annexe could earn its keep, or whether the numbers work for leaving a job. If you would rather step back and look at the whole picture, we can do that instead.

Either way the first call is a conversation rather than a pitch, and I will tell you if I do not think I am the right person to help.

The booking form asks what you are trying to make possible. Answering it properly makes the call considerably more useful.