Where are meetings held?
Usually at our office, but we can also have meetings at your office or home (as well as virtually) should you be unable to come and see us.
Do you have parking?
Yes, parking is available in the first two spaces on the right hand side of the car park.
Do I have to pay for an initial meeting?
To get started, we offer a no-cost/no commitment initial consultation to see if we are the right financial planners for you.
What do I need to bring to an initial meeting?
Nothing. This meeting is to get to know each other and see if we are the right fit for you.
How long should I allow for an initial meeting?
This initial meeting will last for approximately 60-90 minutes. The time will give us the opportunity to understand your current situation and gain an awareness of your future objectives. We will also provide you with an overview of the services we offer our clients.
Do I have to sign up to your services at an initial meeting?
No, there’s absolutely no obligation to sign up for anything. The initial meeting is just a chance to learn more about us and what we do, and for us to see if we’d be able to help.
How can I book an initial meeting?
You can give us a call on 02890 769 769 or get in touch using our online contact form.
Are you independent?
Yes, we are totally independent. That means we have access to whole-of-market products and providers, as opposed to a restricted selection. We feel that being independent allows us to give the best quality advice and provide more tailored solutions.
Are you regulated?
Yes, we are directly authorised and regulated by the Financial Conduct Authority (FCA). You can view our entry on the FCA register here.
Can you advise on final salary/defined benefit transfers?
While we don’t offer this service ourselves, we work with a range of firms who would be able to help should this be something you want to explore.
What happens if my Financial Planner is away on holiday?
Your financial planning will always be looked after by our team. You will be introduced to your dedicated client manager at the beginning of the process.
What do you charge for a financial plan?
During our first meeting we will provide information about how we work with clients and this will include examples of how we charge. This will be followed by a written Financial Planning Proposal which will outline any costs. Our fees are based on the complexity of your situation.
What do I do if I am unhappy with your service?
If you are unhappy with our advice or any aspect of our services, we encourage you to contact us as soon as possible. We will do our best to resolve your concerns. Should you wish to make a complain please contact Darren Curry on 02890 769 769 or firstname.lastname@example.org. Alternatively, please contact us in writing to our business address.