FAQs

The initial meeting is free and will be an opportunity to understand in what ways I can help, as well as explain the costs and charges of any potential advice. Any subsequent meetings and advice provided are chargeable.

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, financial risk taken and market conditions. The value of investments and pensions and the income they produce can go down as well as up and you may not get back the original amount that you invested.

We recommend meeting at least once a year to review the investment funds we advise on, ensuring they remain aligned with your financial goals. During these meetings, we will discuss any changes in your circumstances and provide a thorough analysis of updates related to taxation and allowances. Please note that ongoing servicing isn’t required for everyone, and if you decide to use these services, there will be an extra charge.