We understand that it can feel a bit daunting approaching and dealing with a financial professional about your personal finances.  To help with this we have put together answers to common questions we are often asked, which we hope you find useful.

What services do you offer?

We provide advice on pensions, savings, investments and insurance. For more information about our services click here.

What are your fees?

We charge a fee for the advice work we provide which is explained in full at the initial consultation which is provided without charge.

Where are the meetings held?

At our office in Wall Heath, Kingswinford, There is free parking available near by.

Do you provide evening and weekend meetings?

To suit your availability we provide early evening and Saturday morning appointments.

How long is the initial consultation?

You should allow up to 45 minutes for this meeting.

What should I bring to the meeting?

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

Are you Independent?

Yes, which means that we work on your behalf and best interests and no one else's.

Are you Regulated?

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

Would you like a free, initial no obligation meeting?