FAQs
Got a question for the team? Take a look below to see if we’ve already answered it.
Where are meetings held?
At our office, at your home or place of work, or any other convenient location of your choice.
Do I have to pay for an initial meeting?
The initial meeting is free of charge, and this is when we explain our services, charges and advice process. Subsequent meetings will be chargeable.
What do I need to bring to an initial meeting?
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, and any information regarding this.
How long should I allow for an initial meeting?
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.
Do I have to sign up to your services at the initial meeting?
If you do not wish to continue after the introduction phase of the meeting, then you do not have to.
How can I book an initial meeting?
Meetings are normally booked directly with your adviser. If you do not have a chosen adviser, then you can select one from the Meet the Team page or contact our office and we will recommend a suitable adviser for you.
Are you independent?
Yes. Our advice process is totally focused on the best outcome for clients. We recommend suitable and appropriate products and services for your needs and circumstances from the whole of the market.
How do I contact an individual financial planner?
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.
What happens if my financial planner is away on holiday?
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.
How do you get paid?
We can get paid by charging you fees or 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.
Do you charge VAT?
Some of our services require us to charge VAT. We will inform you if this is the case.