Straight answers, in plain English
Straight answers on getting started, working with us and what it costs. Cannot see yours? Ask us.
Questions people ask us
Pick a topic. If yours is not here, just ask us.
How do I get started?
Call us or send the contact form. We will arrange a free first meeting at a time that suits you.
What should I bring to the first meeting?
Whatever you have to hand, such as statements and paperwork. Do not worry if some is missing, we can help you find it.
Where will we meet?
In our office or by video call, whichever you prefer. We will confirm the details when we book.
Which areas do you cover?
We help people in Yourtown, Nearbytown and the surrounding villages, and others by video. Ask us if you are unsure.
What can you help with?
We help with planning for retirement, saving, investing, protection and passing money on. See our planning areas for more.
Will you tell me what to do?
We explain your options and give a clear recommendation. The decision is always yours.
How long does it take?
It depends on what you need. We will give you a clear idea of timing at your first meeting.
Do I need a lot of money to start?
Not necessarily. Tell us about your situation and we will say honestly whether we can help.
Will I have one adviser?
You will have a named adviser, and we will confirm who in writing.
How often will we speak?
We agree this with you and confirm it in writing, so you know what to expect.
Can I bring someone with me?
Yes. A partner, relative or friend is very welcome at any meeting.
What if I change my mind?
You are never obliged to go ahead. We will explain any terms in writing first.
Is the first meeting really free?
Yes. We will tell you what we could do and what it would cost, with no obligation to go further.
How much will it cost?
It depends on what you need. We will confirm every fee in pounds, in writing, before you decide.
Do I pay if I decide not to go ahead?
We will explain this in writing before you commit to anything.
Are there any other charges?
Some products have charges that go to the provider. We will show you these too.
What our clients say
Sample reviews. Replace them with your own before you launch.
“For the first time I understand where I stand. Nobody rushed me and nobody blinded me with jargon.”
“They told us what it would cost before we agreed to anything, and it came out as quoted.”
“Patient and kind throughout. They made a worrying time a lot less stressful.”
Your next step can be a small one.
Come and talk it through. A free first meeting, no pressure, and a clearer idea of where you stand.
- Free first meeting
- No obligation
- Fees explained up front