Got a question for the team? Take a look below to see if we’ve already answered it.
Where are meetings held?
Meetings will take place at our office or at your home, if you would prefer.
Do I have to pay for an initial meeting?
The initial meeting is usually held at our expense, and this is when we explain our services, charges and advice process.
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, and any information regarding this.
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 adviser. You can use the contact form at the bottom of this page or get in touch via phone or email.
Are you independent?
Yes. Our advice process is totally focused on the best outcome for clients. We recommend suitable and appropriate products and services from the whole of the market.
How do you get paid?
We can get paid by charging you fees or receiving a commission, or a combination of both. As part of our initial meeting, we will discuss the options available to you depending on the advice or services you require.
Do you charge VAT?
Some of our services require us to charge VAT. We will inform you if this is the case.
Sign up to our newsletter
Be the first to receive the latest updates and financial insights from the team.
Strictly Necessary Cookies
Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.
If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.
3rd Party Cookies
This website uses Google Analytics to collect anonymous information such as the number of visitors to the site, and the most popular pages.
Keeping this cookie enabled helps us to improve our website.
Please enable Strictly Necessary Cookies first so that we can save your preferences!