FAQs
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Where are meetings held?
Meetings can take place at your home or workplace, via Teams or Zoom, or at an office.
Do I have to pay for an initial meeting?
We don’t charge for initial meetings. This is when we explain the services, charges and advice process. Full details are provided in our Terms of Engagement document.
What do I need to bring to an initial meeting?
As part of our process, we will gather information about your income and expenditure, assets and liabilities. Alongside these, we’ll also require existing investments, pensions and insurance, as well as any information regarding these.
How long should I allow for an initial meeting?
The introductory phase of the process should take no longer than 30 minutes. If you move on to the information-gathering phase, please allow around two hours in total. However, it will depend on your personal circumstances.
Do I have to sign up to your services at an initial meeting?
If you do not wish to continue after the introduction phase of the meeting, then you do not have to.
How can I book an initial meeting?
Meetings are normally booked directly with your financial planner. You can get in touch using the contact form below.
Are you independent?
Yes. Our advice process is focused on the best outcome for clients. We recommend suitable and appropriate products and services from the whole of the market.
How do I contact an individual financial planner?
You can contact our office and we will ask them to call you.
What happens if my financial planner is away on holiday?
We have an administration and support team, along with other advisers, who will be able to help you if your usual adviser is temporarily unable to.
How do you get paid?
Fees can come from your pensions, investments or directly paid by you. We will discuss the options with you and agree any fee with you beforehand.
Do you charge VAT?
Some of our services require us to charge VAT. We will inform you if this is the case.