We’ve answered some of the most common questions, but if there’s anything else you’d like to ask, please get in touch.
Meetings can be held virtually, via Zoom or Microsoft Teams. You can visit us in our office, or we can travel to your home or place of work.
No, the initial meeting is completely free.
Three months’ payslips, three months’ bank statements, proof of ID and address, proof of deposit.
Details of policies held (pensions, investments, insurance) latest payslips, latest bank statement.
There is no obligation to sign up at the initial meeting.
You email us at firstname.lastname@example.org, call us on 0330 320 5048 or fill in the contact form.
We don’t advise on Final Salary/Defined Benefit transfers. You can however search specifically through Unbiased.
Transferring out of a final salary pension is unlikely to be in the best interests of most people.
There will always be someone to help in our absence.
Our price varies depending on the complexity of your situation. This is something we can discuss in detail at our initial meeting.
We offer a range of fee options, including hourly, percentage and fixed fees. Our fee is usually agreed after the initial discovery meeting and prior to any work being undertaken.
For mortgage and protection products only.
VAT is only payable on financial planning fees if no further financial investment is undertaken.
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.