At Caroline Sandiford Ltd, we want your initial consultation to be as valuable and focused on you as possible.
To save you time on the day, we ask all clients to complete a quick, simple online "Fact Find" before we meet. This ensures Caroline has a helpful snapshot of your family and can dive straight into providing tailored advice to give you complete peace of mind.
Here are the three simple steps to getting started:
Step 1:
Request Your Secure Link
To begin, simply reach out to our team with your Full Name, Email Address, and Phone Number.
Joe will then send you a secure link via email, along with a quick access code sent directly to your phone via text message.
Step 2:
Step 2: A Quick Online Overview
Grab a cup of tea and fill out the online Fact Find at your leisure.
It only takes a few minutes and asks for a basic overview of your family tree and your home/assets.
Having this simple snapshot allows Caroline to understand your situation immediately, meaning your appointment is spent discussing exactly how to protect your loved ones, rather than filling out forms.
Step 3:
Step 3: Your Initial Chat
Once your Fact Find is returned, you can book your initial 45-minute consultation with Caroline.
We highly recommend a Zoom Video Call for this first chat.
It is the most relaxed and efficient way for Caroline to review your details with you, answer your questions, and discuss the best ways to secure your family's future.
