Get Started!

Start a confidential conversation

Share the goal and timeline we’ll come back with the quickest route forward. Confidentiality is standard.

By submitting, you agree to be contacted about your enquiry. We do not sell your data. We only share it where needed to handle your enquiry, see our Privacy Notice.

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Get Started!

Start a confidential conversation

Share the goal and timeline we’ll come back with the quickest route forward. Confidentiality is standard.

By submitting, you agree to be contacted about your enquiry. We do not sell your data. We only share it where needed to handle your enquiry, see our Privacy Notice.

Edit Template

Book a Consultation

A short, structured call to clarify your next step.

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We're Here to
Assist You.

Book a short, structured consultation to get clarity on your next step.

Step 1 - Submit Your Request


We capture the essentials so we can prepare properly and keep the call focused.

Step 2 - Quick Review


We review your answers and identify the most useful questions to clarify your situation.

Step 3 - Book Your Time


Choose a 5, 10, or 15 minute slot that fits your schedule and urgency.

Step 4 - Consultation Call


We confirm what matters, highlight risks or blind spots, and outline the smartest next step.

Step 5 - Clear Next Steps


You receive a short follow-up with agreed actions, options, and recommendations where relevant.

Contact Details

By submitting, you agree to be contacted about your enquiry. We do not sell your data. We only share it where needed to handle your enquiry, see our Privacy Notice.

Have a query?
Find your solution.

Clear decisions start with the right questions.

Here are the answers we’re most often asked by founders, families, and leadership teams facing complex financial choices.

You’ll receive an email confirmation straight away with your meeting link, time, and a calendar invite.

 

You’ll also get a short message with what we’ll cover so the call stays focused and useful.

You can choose 5, 10, or 15 minutes.
Most people pick 10 minutes.

 

If the situation is more complex, we’ll agree the next step at the end of the call rather than running over.

Yes.

 

That’s exactly what it’s for.

 

If you’re unsure, we’ll help you map what matters, what’s urgent, and the cleanest next step without overwhelming you.

No preparation is required.

If you want the call to be even sharper, bring one or two facts (for example: your deadline, the amount involved, and who else is involved).

Even a few bullet points is enough.

Yes, you’ll receive a calendar invite you can add to Google Calendar / Outlook / Apple Calendar, plus reminders before the call.

We recommend adding it immediately so it’s locked in your diary.

No problem, use the reschedule link in your confirmation email to choose a new slot.

Rescheduling is always better than missing the call, and it keeps the process moving.

Yes.

We treat all consultations as confidential.


If you need an NDA before sharing sensitive details, tell us in your notes and we’ll arrange it before you disclose anything private.

We keep it structured:

  • What you’re trying to achieve and why it matters.

  • The biggest risk, friction point, or unknown that could derail progress.

  • The smartest next step (and what to avoid) so you move forward with control.

If your situation needs specialist input, we’ll explain the route clearly and coordinate the right support.

Where regulated advice is required, we’ll handle the handover properly and ensure the process stays joined-up.

Two simple things:

  • Add the calendar invite to your diary immediately.

  • In the notes box, include your deadline and your top question (the one thing you want clarity on).

 

That alone makes the call more focused and far more valuable.

© 2026 Butterfly Advisory. All rights reserved. Butterfly Advisory is a trading style of Butterfly International Ltd. Registered office: Cardinal Point, Park Road, Rickmansworth, Hertfordshire, WD3 1RE, United Kingdom. Company No. 15773674. ICO registration: ZB928567. Regulatory information and fee disclosures are available in Trust & Legal.