Frequently Asked Questions


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.

Are you independent?

Are you chartered?

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 regulated?

Can you advise on Final Salary/Defined Benefit transfers?

What happens if my Financial Advisor is away on holiday?

What is a Financial Plan?

What are your fees?

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