FAQs
Are you Independent Financial Planners?
Yes, we are an independent financial planning firm. This means we can advise on a full range of financial products from the whole market, ensuring unbiased advice tailored to your individual needs.
Do I have to pay for an initial meeting?
No, the initial meeting to discuss your financial needs and our services is free of charge and comes with no obligation.
Where are the meetings held?
We typically hold initial meetings at our office or on video calls. In some circumstances we can also arrange to meet at your home or workplace if more convenient.
What qualifications do your advisers hold?
Our advisers are highly qualified professionals, holding the CII Chartered Financial Planner status.
Do you have female advisers?
Yes, we have a diverse team, including a female Chartered Financial Planner.
Do you have a minimum portfolio size?
We don't have a strict minimum portfolio size; however, typically our clients have between £200k-£20m of investable wealth. We offer various services, charging fixed fees based on the time and complexity of the work needed. We'll advise if we believe our fees might not provide good value relative to your investment amount and advice complexity.