To help you start your financial planning journey, we’ve put together the questions that we’re asked most often. If you have a question that we haven’t answered, please contact us.

Where are meetings held?

What are your office hours?

Do you have parking?

Do I have to pay for an initial meeting?

What do I need to bring to an initial meeting?

How long should I allow for an initial meeting?

Do I have to sign up to your services at an initial meeting?

How can I book an initial meeting?

Are you independent?

Are you regulated?

Can you advise on Final Salary/Defined Benefit transfers?

What happens if my Financial Adviser is away on holiday?

What is a Financial Plan?

What are your fees?

Contact us

If you like what you see, drop us a line. There’s no pressure and no obligation.