I have been one of the unfortunate ones, it seems. I ordered before the budget announcement (NHS SS) and received my order confirmation, however, when I phoned VWFS post-budget announcement to make sure the order had been placed with Tesla, the woman I spoke to said that they'd held back on placing orders on the portal because they were waiting to see what would happen with the budget.
Fleet Management said they would contact them and argue that they should honour the original quote as it was placed before the announcement, but no dice. I'd originally ordered a Black/Black M3P, but revised that to what I thought was White/White (I found one in the existing inventory) to absorb some of that £3500 (-£1k for the black paint), only for them to come back and say "can we confirm that you want the Premium Interior (white/black interior), as it has a cost implication. They requoted me, and I just thought "f-it", I had my heart set on the M3P, so I now have to wait. Order confirmation for the new configuration was received yesterday, so I imagine I've a little bit of a wait, though the exact spec I want is in the current existing inventory!