FAQs

Meetings can take place at your home or workplace, virtually on your computer or at our office.

We don’t charge for the initial meeting. This is when we explain the services, charges and advice process. Subsequent meeting are chargeable, full details are provided in our Terms of Engagement document.

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.

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.

If you do not wish to continue after the introduction phase of the meeting, then you do not have to.

Meetings are normally booked directly with your financial planner. You can get in touch using the contact form below.

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.

You can find their individual contact details on their team profile page. Alternatively, you can contact our office and we will ask them to call you.

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.

We can get paid by charging you fees, 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.

Some of our services require us to charge VAT. We will inform you if this is the case.