Frequently Asked Questions

Q. What are your fees?

A. There is no fee for the initial meeting which we provide at our own expense.  Should you decide to work with us you will be charged a fee for the work we carry out on your behalf. Our fees will be explained in full at the first meeting and agreed before we commence any work.

Q. Where are the meetings held?

A. You are welcome to visit our office in Wall Heath, Kingswinford, alternatively we are happy to meet at your home or place of work, whichever suits.

Q. Do you provide evening and weekend meetings?

A. Yes we do.  To suit your availability we provide evening and Saturday morning appointments.

Q. How long is the first meeting?

A. You should allow up to 1 hour for this meeting.

Q. What should I bring to the meeting?

A. Anything that you feel is relevant to your enquiry. Typically, this would include recent pension and investment statements.

Q. Are you Independent?

A. Yes, as we believe this is the best option for clients. It means that we work on your behalf and are able to source the most suitable and cost-effective solutions from across the whole market place to meet your needs. 

Q. Are you regulated?

A. Yes, we are regulated by the Financial Conduct Authority. You can find our entry on their register here.