FAQs.

Yes – 100% independent. This means that we’ll find the right financial solutions for your specific needs.

Yes. Our team consists of a Chartered Financial Advisor, a Chartered Financial Planner and a Certified Financial Planner.

We’re flexible. We know your time’s precious, so we don’t insist on a particular format. We can meet in our offices or come to see you at home if you prefer. Video works too, if that’s your sort of thing.

We’re open 8am – 6pm Monday – Friday. However, we do offer flexi-meetings: early mornings, late evenings, or we can even do the odd Saturday if that’ll help.

We’re based on Berkeley Square in Bristol. There are metered parking spaces out front. Clients are reimbursed for their parking charges.

Nope – this one’s on us.

Just yourself, your significant other (if you have one) and an open mind. You’re welcome to bring financial documents if you like, but the focus of this meeting will be on you, not your money.

Again, we’re flexible. Most meetings are around 45 minutes, but we allow up to two hours in case there’s a lot to discuss.

Nope. Good things take time – we’re in no rush and think that you should have plenty of time to consider if we’re the right financial advisor for you. There’s absolutely no pressure to make a decision, in fact, even if you want to commit immediately, we have a ‘sleep on it’ policy, which means you have to take some time to consider if we’re the right fit.

Either give us a call or use the online booking calendar.

We are regulated by the Financial Conduct Authority. You can check this by looking us up on the a FCA register.

No. This is a complex area and you will need to obtain specialist advice. We work with a number of professionals in this area and are able to refer you if need be.

Service continues as normal! We’ve got two experienced and qualified financial advisors (house rules are that both can’t be away at the same time!)

We’re glad you asked… have a look at our sample financial plan. It’s the hub of all your money management and what’s happening with it.