Of course, there’s no cost for an initial meeting and we’d welcome the opportunity to chat with you over a tea or coffee. This initial meeting is all about you
We Are Always One Call Away If You Have More Questions
Can you visit me at my home?
We recommend hosting the initial meeting at our offices so that you get a better understanding of who we are as a firm and you get to meet some of our key team members. There absolutely can be exceptions to this rule however, and we’re happy to travel to you if you have mobility issues or a specific need
Where are you?
Where can I park?
We have dedicated visitor parking at our office
What should I bring to the initial meeting?
It’s useful if you’re able to bring a list of your financial objectives, as it will help us determine if we can assist you. If you choose to go on to become a client, we’ll explain the specific documents we’d need as part of our next steps
Are you independent?
Yes. We can advise and recommend products from any provider right across the market, to ensure that you get the very best solution, tailored just for you. The alternative is a restricted adviser or firm who can only recommend certain products or product providers
Do you share our information?
If you proceed with our recommendations, it is likely we will have to complete application forms and share your information with product providers to set up accounts.
However, we do not share your information with third parties for marketing purposes, etc. We are registered with the information commissioner’s office and registered on the Data Protection Register. For more information please see our Privacy Notice
What are you fees?
We have a dedicated page that explains our standard advice fee structure. For further information, click here.
For more bespoke services we’ll arrange an initial consultation and will quote a fee prior to the commencement of any works.
If you wish to register a complaint, please write to us or call us on 01743 276797.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.