FAQs

What type of advice do you offer?

Comprehensive financial planning.

Do I need financial advice?

We believe that everyone would benefit from financial advice. UK independent research conducted in July 2017 concluded that customers can benefit by £40k on average through taking financial advice.

Do you have many clients in a similar position?

We work with a wide variety of clients, at different stages in their life and, although no two people are the same, we may have some case studies familiar to your circumstances.

Are you approved by the Financial Conduct Authority?

Yes, our advice is regulated by the Financial Conduct Authority.

What are your charges and when do they occur?

We do not charge for an initial meeting. If you engage our services, after the initial meeting, our charges would be applicable for a financial planning assessment, for implementation of any recommendations and for any ongoing services. The charge will depend on each individual’s situation and would be fully disclosed before we commence working with you.

Where will the initial meeting be held?

This can be held at our UK office. It may also be possible to meet you at home or your workplace.

Do you offer an ongoing service?

Yes. We firmly believe that the key to successful financial planning lies in a long-term relationship between the adviser and client.

How do I become a client?

You can contact an adviser today on 01372 724249 or complete an enquiry form on our website.