Where are meetings held?
Meetings can be held in our award-winning barn conversion in Glynde, which you can find full details for on our “Contact us” page. We provide tea or coffee and a good selection of biscuits. If you prefer, we can also visit you at home or remotely via Zoom or Microsoft Teams.
Do you have parking?
We have a secure, gated car park with step-free access and allocated disabled parking.
Do I have to pay for an initial meeting?
No, the initial meeting is at our expense. We won’t charge you to simply find out if we can help. The initial meeting is a chance for us to get to know each other and see whether we can support you.
What do I need to bring to an initial meeting?
The first meeting is informal and about getting to know each other. We want to find out what you want the future to look like. Having details of existing pensions, investments, and protection plans can be helpful, but it’s not essential.
How long should I allow for an initial meeting?
Generally, the first meeting will last between 45 minutes and an hour.
Do I have to sign up to your services at an initial meeting?
No, there’s no obligation to proceed at your first meeting.
How can I book an initial meeting?
Are you independent?
Yes. We believe this is the best option for our clients because it means we don’t have any restrictions on the solutions or products we recommend. As a result, you’ll always get the advice that suits your needs, based on the widest possible variety of options.
Are you regulated?
We’re directly authorised by the Financial Conduct Authority (FCA). Our FCA number is 588626.
Can you advise on final salary / defined benefit transfers?
No, we don’t offer this service.
What happens if my financial planner is away on holiday?
You’ll be able to speak to one of our other financial planners or a member of the support team.
What do you charge for a financial plan?
£2,500 (VAT exempt).
Do you take a percentage, or are your fees fixed?
This depends on your individual circumstances and requirements, or the stage you’re at in the process. View “How we charge” for full details.
Do you get commission?
We only receive commission on arranging protection policies and equity release mortgages.
Do you charge VAT?
No. We are not registered for VAT.
What our clients say
Your financial issues will always be handled sensitively and efficiently by our expert team, and we’re proud to have the recommendations to prove it. Here’s what some of our valued clients had to say about us.See all client stories
Don’t just take our word for it…
Our latest survey results…
would recommend us to their friends, family or colleagues
of clients believe that working with us has helped or will help them achieve their financial goals
of clients were satisfied that we understood their needs, goals, aspirations and objectives
of clients were satisfied with the speed of response from their planner