FAQs

Generally, we’ll meet at our office. But we’re happy to accommodate your preferences, whether you want to meet at your home or your workplace or even speak to us remotely.

We have parking spaces directly outside our office with good accessibility.

There’s no cost for an initial meeting. It’s entirely at our own cost, and there’s no obligation on your part.

Please bring evidence of your ID, such as a driving licence. If we’re meeting at our offices, bring evidence of your home address, such as a recent utility bill.

You should also bring any statements from existing investment or pension providers and any other relevant plans you may wish to discuss.

No, this is a two-way meeting. It allows us to assess your circumstances to see if we can help, and equally, it’s your opportunity to decide whether you feel our services are right for you.

Yes, and this is something that is of utmost importance to us. It means that we can source and recommend products from the whole of the market, so we can truly find the solution that’s right for you.

We’re Appointed Representatives of the Sense Network, who are authorised and regulated by the Financial Conduct Authority (FCA). You can find us on the FCA register here. We use the Sense Network to provide ongoing training, support, and compliance services to our firm.

There’s no VAT payable on most types of financial advice. In rare circumstances where VAT would be payable, we’d make this known to you before providing any advice.

No. We have clients based throughout the UK.