Read the answers to some of our most commonly-asked questions.
We meet clients at their home or workplace, within business hours. We work to accommodate you at the most convenient time and location.
It’s incredibly important that we first come to understand your goals, aspirations, needs and concerns through face-to-face conversation, so the initial meeting is free of charge.
By no means. We want you to carefully consider our discussion and take time to come to a decision.
Please visit our contact page for details on how to get in touch with us. We’d be happy to speak to you and arrange an initial meeting at a mutually convenient time and place.
We are independent, so we have access to products and providers from the whole market. We only ever recommend the wisest option; namely, the best solution for you.
Yes, we are directly authorised by the Financial Conduct Authority (FCA). You can find our entry on their register here.
If one of us is away, the other will cover. You will always have access to an expert Financial Planner.
Our charges will differ depending on the complexity of your situation. We will always explain our charges in full before we undertake any work for you.
We charge both percentage and fixed fees. We will discuss the best choice for you depending on your situation.
Our service is VAT-able on certain solutions. You will be advised accordingly.