Meetings typically take place at our office, although we are happy to meet you at your home or office if it’s more convenient for you. We are happy to hold meetings virtually via Teams or Zoom if you prefer.
Yes, there is parking on-site.
Our first consultation is usually free.
Just yourself, an open mind and any paperwork you think might be relevant.
No, there’s no obligation to commence working with us. The initial meeting is purely to determine whether we would be a suitable fit.
Yes. As an independent firm, we have the freedom to choose solutions from the whole of the market, and we aren’t biased towards particular products.
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA). You can view our entry on the FCA register here.
We have a number of financial planners who can help and provide advice if another member of the team is on holiday or ill.
No, we’re currently not required to charge VAT on our fees.