FAQs
If it’s on your mind, we’re happy to help. Here are the questions we get asked most.
What are the key cities, towns, and areas you work with clients in?
We primarily work with clients in London, the South East, and Yorkshire. However, thanks to our technology-driven approach, we are able to provide tailored financial advice to clients wherever they are based in the UK.
How can I book an initial meeting?
You can easily arrange an initial meeting by calling us on 01484 253067 or through our website.
We’ll be happy to find a convenient time that works for you, whether that’s in our office or via a secure video call.
Do I have to pay for an initial meeting?
No. The initial meeting is provided at our own expense. We believe it’s important for you to understand how we work and what we can offer before making any commitments.
What do I need to bring to an initial meeting?
There’s no need to bring paperwork or financial documents to start with. Our first meeting is all about you: your goals, your current situation, and what you hope to achieve. All we ask is that you come with an open mind!
What happens in the first meeting?
During your first meeting, we’ll ask open questions to understand your current circumstances, what you want to achieve, and, if you’re comfortable sharing, your attitude towards money and your financial relationships. This allows us to begin tailoring advice that suits your personal situation, without any pressure or obligation.
How long should I allow for an initial meeting?
You should allow approximately one hour. This gives us enough time to have a meaningful conversation and for you to ask any questions about our services, without feeling rushed.
Do I have to sign up to your services at an initial meeting?
No, the initial meeting is completely obligation-free. If we feel we’re a good fit for each other by the end of the initial meeting, we can schedule a further meeting to discuss your objectives and financial circumstances in more detail. There is no pressure to commit at the first stage.
What happens if my financial planner is away on holiday?
We operate as a team, so if your usual financial planner is unavailable for any reason, we’ll put you in touch with a suitably qualified planner. They will be fully briefed on your relationship with us and able to answer any queries you may have.
How often will I hear from my financial planner?
Our planners are available whenever you need them, whether by telephone or secure web conference. We aim to meet with you face-to-face at least once a year to review your situation. In addition, we provide regular communications on topics you might find relevant or useful, such as updates following the Budget, the end of the tax year, or other key financial events.
Do you offer cashflow forecasting/planning as part of your service?
Yes, cashflow forecasting is an integral part of our service.
What happens if my circumstances change?
If your circumstances change, please contact us as soon as possible. We’ll work with you to adjust your financial plan and recommendations, so they continue to reflect your current situation.
Can you work alongside my accountant or solicitor?
Yes. All our financial planners have experience collaborating with accountancy firms and legal practices. We can coordinate with your existing professionals to provide joined-up advice, making sure your financial planning complements your broader financial and legal strategies.