Due your Annual Financial Review?
Get easy access to the PW Team appointment calendar with one click! This new online feature will be launching soon, giving you instant access to available review times with your Financial Adviser.
How does it work?
Your Review Reminder Email will now include links to book your appointment online. With one click you’ll be able to view your Financial Adviser’s available sessions for face-2-face or online appointments and make a booking.
It’s that simple and gives you the flexibility to book at any time.
Once booked you’ll receive a confirmation email with more details, including links to your online review, or confirmation of your face-2-face meeting.
We trust that you will find this enhancement to our services will make scheduling your appointment more convenient and accessible.
If you do need some assistance the PW Team are on hand to speak to you in person via the phone, 0131 385 7477. We’re here to help.