Where are meetings held?
Meetings usually take place at our office. If you would prefer to arrange a meeting at your home, this can be done on request.
Do you have parking?
We do not have on-site parking.
Do I have to pay for an initial meeting?
No, the initial meeting is held at our expense.
What do I need to bring to an initial meeting?
Any paperwork you feel may be relevant.
How long should I allow for an initial meeting?
Around an hour.
Do I have to sign up to your services at an initial meeting?
No. The initial meeting is purely a chance for us to get to know each other and determine whether we’re a suitable fit.
How can I book an initial meeting?
You can call us on 01423 224240, send us an email or get in touch via our online contact form.
Are you independent?
Yes. As an independent firm, we are not restricted in any way and can recommend financial products and solutions from the whole of the market.
Are you regulated?
Yes, we are fully regulated by the Financial Conduct Authority.
Can you advise on final salary/defined benefit transfers?
We can arrange this via an associate company.
What do you charge for a financial plan?
There is no fixed charge. Each financial plan is different, and the cost will depend on your situation. We will also discuss charges in full with you before we implement anything.
Do you charge VAT?