Office meeting
Held at 10004 Brady Stream, Parker-on-Bednar, Wales, United Kingdom. Best when you have multiple pension statements or want to walk through printed lender illustrations together. Allow ninety minutes for a first planning consultation.
Appointments
How a Cedar Wharf meeting is arranged
Consultations are by appointment only. We schedule office meetings at Brady Stream and video calls for clients elsewhere in Great Britain.
Meeting formats
Choose the format that fits the paperwork you need to share.
Video consultation
Secure video link with screen sharing for digital statements. Suitable for follow-ups and for clients outside easy reach of Parker-on-Bednar. We send a document checklist beforehand.
Local home visit
Available by arrangement for mortgage fact-finds within a short drive of the office. A modest travel fee may apply and will be confirmed when you book.
Booking steps
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1
Send an enquiry
Use the contact form or call +44-2-066-8420. Name the consultation you have in mind — planning, retirement income, transfer review, estate briefing, or mortgage and protection.
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2
Fee confirmation
We reply within two working days with a fee letter and available slots. No charge for this introductory exchange.
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3
Fact-find checklist
Once you accept the fee, we send a checklist: pension statements, mortgage details, or CETV pack depending on the engagement.
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4
Attend the meeting
Bring what you have. Missing paperwork is common; we note gaps and help you request documents from providers.
Typical lead times
Planning consultations often book two to three weeks ahead. Pension transfer reviews need extra time for scheme correspondence — start as soon as you receive a CETV if a guarantee deadline applies.
Cancelling or rescheduling with at least 48 hours’ notice avoids a late-cancellation fee. Details sit in our refunds and cancellations notice.
Ready to choose a slot?
Browse advice offerings if you are unsure which meeting fits, then send your preferred window.
Request an appointment