FAQs
Explore answers to common questions about our services.
Before you get started
Discover how we’re regulated, the independent advice we offer, and what happens when you take your first step with us.
How can I book an initial meeting?
You can book an initial meeting by completing this form. Alternatively, if you prefer to speak with a specific financial planner, you’re welcome to contact them directly by phone or email.
Do I have to pay for an initial meeting?
No. Your initial meeting is at no cost and comes with no obligation to proceed.
What do I need to bring to an initial meeting?
Once we’ve had an initial conversation to understand the type of support you’re looking for, we’ll let you know what information would be helpful to have to hand.
What happens in the first meeting?
Your financial planner will start by getting to know you, your ambitions, and your responsibilities, as well as what you want to achieve in life.
You’ll have a conversation about your goals, needs, and how you feel about investing and risk. Together, you’ll also consider ways to help protect your finances in the event of something unexpected.
By the end of the meeting, your planner will have a clear understanding of your objectives, and you’ll understand how they may be able to help you achieve them. You can view more about our process here.
How long should I allow for an initial meeting?
We’ll let you know this when you get in touch, as it depends on the nature of your initial enquiry.
Do I have to sign up to your services at an initial meeting?
No, there is no obligation to sign up to our services at an initial meeting.
Do you have a female adviser or planner I can work with?
Yes, we do have female financial planners available to work with. Our full team can be viewed here.
What happens if my financial adviser or planner is away on holiday?
You can contact the wider team for any time-sensitive support you may need. You won’t be left waiting for your planner to return.
If I sign up to an ongoing service, how often will I hear from my financial adviser or planner?
Your financial planner will proactively arrange your annual review meeting at least once a year. In addition, they will agree with you on any further contact or meetings based on your individual needs and preferences.
Do you offer cashflow forecasting/planning as part of your service?
Yes, cashflow forecasting and planning are included as part of our Lifetime Planning Service.
What happens if my circumstances change?
You should contact your financial planner to discuss any changes. Alternatively, these can also be addressed during your annual review.
Can you work alongside my accountant or lawyer?
Yes, absolutely. Our financial planners regularly work alongside accountants and solicitors as part of a joined-up approach.