Frequently Asked Questions

We’re always happy to answer queries – please do call us on  01473 744724 or use our email contact form if you have any questions. You’ll find us friendly, approachable and ready to help. In the meantime, we’ve set out below some of the most frequently-asked questions.

  • Do I have to pay for an initial meeting?
    The initial meeting is at our expense. We won’t charge you to simply find out if we can help you. The initial meeting is a chance for us to see if we can add value to your circumstance, and for both of us to get to know each other better.
  • Do you charge VAT?
    The majority of the work we do is VAT exempt. However, where we do charge, we will notify you in advance.
  • Do we have to meet face to face?
    No, we offer full video facilities to conduct meetings remotely using Zoom, Skype or by telephone.
  • Am I tied in for a number of years?
    Whilst our planning is based on your provision for the rest of your life, should you decide that you don’t need our services any more, you can simply stop your contract with one month’s notice.
  • What happens next?
    a. We have a brief phone call to discuss how you think we can help you.
    b. If you are happy to proceed, we will send you a link to complete our online ‘Factfind’ form or send it by post if that is your preference.
    c. When this is complete we will then have our first meeting to understand what you would like to do, spend and achieve in your life.
    d. We then start our research and financial planning process to work with you to take you from where you are now to where you want to be.

For more information or to book your free consultation, please contact us today.