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Frequently Asked Question

We offer comprehensive financial advice - see our Services page for more information .

Our other department offers the same great level of service and cost effective services for Mortgages and Personal Protection.

Our fees are usually structured as a percentage of assets under management as most clients prefer this way.

However it is also possible for this to be structured as a fixed fee or hourly rate providing full transparency on all costs involved.

Yes, we are regulated by the Financial Conduct Authority (FCA), ensuring adherence to the highest standards of professionalism and compliance with all relevant regulations.

Our registration with the FCA can be viewed here.

For most clients the financial plans will be reviewed annually as part of the Core Service, or more frequently if there are significant changes in your financial circumstances or goals.

For clients that need monthly or quarterly changes then the Wealth Service is available. 

Our investment approach is based on understanding your financial goals, risk tolerance, and creating a diversified and balanced portfolio that aligns with your needs.

Then to have regular reviews to ensure that any plans take into account changes to your situation as well as market changes.

Our Core Service has a minimum yearly cost of £750 and our Wealth Service a minumum cost of £1,500.

See our Ongoing Fees page for more information on this and the level of services provided.

The process starts with an initial meeting (online or face to face) to understand your needs and goals, followed by a review of your existing situation and the creation of a tailored financial plan and investment strategy.

There are NO upfront costs.

You can schedule an appointment by contacting us via phone, email, or through our online scheduling system available on our website.

As an FCA-regulated firm, we are obligated to provide financial advice that is unbiased and in your best interest.

We have no affiliations with financial product providers for any financial advice and receive no commissions, ensuring our advice is impartial.

We prioritize customer satisfaction, so if you are unhappy, we encourage you to contact us immediately so we can address your concerns. 

If you are still unhappy let us know and we will provide our Complaints Procedure

Yes, we offer a complimentary initial consultation to understand your financial goals, needs, and to provide an overview of our services and potential options for your situation. 

Absolutely, clients are encouraged to reach out with any concerns or questions at any time.

You can contact us via email, phone or WhatsApp. See Contact Us page for more information

Yes, clients have secure online access to their investment information, latest valuations, performance reports, and important documents at all times via our online Client Portal

Absolutely. Investment strategies can be adjusted to align with your changing preferences, needs, or circumstances at any time.

We strictly adhere to FCA guidelines and always act in the best interests of our clients, disclosing any potential conflicts of interest.

We employ robust security measures, including encryption and secure servers, to safeguard your personal and financial information.

Yes, our relationship is at-will, and you can choose to terminate it at any time, with any prepaid fees prorated and refunded.

Yes, we provide advices on mortgages and personal insurance. As both a mortgage and an IFA client it means we can provide both services quicker and in a more integrated way.

Go to our dedicated mortgage website for more information.

Yes, we can provide advice on a range of ethical and sustainable investments that align with your values, investment goals, and risk tolerance.

Yes, we can review your existing pension arrangements, provide advice on the benefits and drawbacks of consolidation, and if appropriate, assist you with the consolidation process.