FAQs

Our initial meeting will be free of charge and will be an opportunity to understand in what ways we can help, following this initial meeting any recommendations that are made will be fully explained including costs and charges.

We understand that the demands of daily life can mean that sometimes phone or virtual appointments are more convenient, however it is important to meet on a face to face basis if possible, this helps not only to provide a more thorough meeting but also helps to ensure that we can put all appropriate measures in place to prevent fraud.

With investing it is impossible to give exact projections as to how much your investments will be worth, depending on a number of factors, contributions, time invested, risk taken and market conditions. Please keep in mind that investments can go down as well as up and returns are not guaranteed.

Its important to meet up at least annually to discuss the investments that we manage on your behalf, how they are on track to meet your goals, changes to your circumstances along with thorough review of changes to taxation and allowances.