To access your adviser's booking page, please enter the following URL into your web browser:
https://zcal.co/adviserfirstname_advisersurname
For example: https://zcal.co/nick_rolf
- You will be presented with four options for a 30-minute or 1-hour meeting, either virtually or in-person.
- Once you have selected your preferred meeting type, choose a date and time.
- Enter your name and email address in case we need to contact you prior to the meeting. If multiple people will be attending, click the + Add Guests button to add their contact information.
- Finally, click Schedule Meeting to confirm your appointment.
- You will receive a calendar invite in your inbox once the meeting is scheduled.
This article is for informational purposes only. Information may not be accurate or complete. Consult with a qualified financial professional before making any investment decisions. All investing involves risk.
Charlotte Thomas
Operations and Technology Manager
Charlotte is Investment Quorum's Operations and Technology Manager. She works hard to increase our firm's operational efficiency across all departments by utilising technology, allowing our team to spend more time face-to-face with clients.
