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Book an initial conversation
Your first meeting is free, with no obligation to proceed
A simple first step
Your first meeting with Hatch Financial Planning is completely free.
It’s a relaxed, no-obligation conversation where we can learn about your situation, answer questions about how we work, and see whether we’re the right fit for each other.
You won’t receive financial advice during this meeting and there is no expectation that you proceed further.
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Recognised for the quality of our advice
What to expect
The first meeting is informal and conversational. You don’t need to prepare anything in advance, and there’s no expectation that you arrive with a clear plan or set of answers.
We’ll use the time to:
- Understand what’s prompted you to reach out
- Talk through your current situation at a high level
- Explore what you’re hoping to achieve over the coming years
- Answer any questions you have about how we work
We won’t be giving advice or recommending products in this meeting. The aim is simply to see whether it makes sense to take the next step, and whether we’re the right fit for you.
We've found that the best planning starts with listening. Not telling you what to do, but understanding