At our office or an alternative mutually convenient location. We also work remotely using FaceTime and Zoom.
There is some on-street parking outside the office and Stoney Street Car Park (postcode NG1 1LS) is just 100 yards away.
No, all initial meetings are held at our expense.
An open mind! and as much information as you want – an overall picture of your financial situation helps.
It depends on how many questions you have, but we’d recommend that you allocate around an hour.
No, but we would want to establish in that meeting whether there are areas where you could benefit from our advice and we can both envisage a good working relationship.
Yes. We passionately believe that for us to provide the best quality advice, service and information to you, we need to be independent. You have our commitment that we will always remain independent and unbiased.
Yes, we are regulated by the Financial Conduct Authority (FCA). You can see the firm’s profile on the FCA Register here
Whilst we are qualified to advise in this area, we are not currently active in this market.
There will always be access to a financial planner.
It depends on your situation, but a minimum of £1,800.
Our initial and one-off fees are fixed. For the ongoing management of your funds, we will charge a small percentage of those funds, which is agreed with you.
We only receive commission payments on certain insurance products when appropriate.
Generally no, but it will depend on the advice given. Any VAT charges are explained in advance of undertaking any chargeable work.