FAQS

We’ve answered some of the most common questions, but if there’s anything else you’d like to ask, please get in touch.

Where are meetings held?

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?

Can you advise on Final Salary/Defined Benefit transfers?

What happens if my consultant is away on holiday?

What do you charge for a financial plan?

Do you take a percentage or are your fees fixed?

Do you get commission?

Do you charge VAT?

How about a chat?

We’d love to have a chat with you over a coffee. To book a meeting or find out more, fill in the form and we’ll get back to you.