QUESTIONS WE GET ASKED

We understand that it can feel a bit daunting reaching out to a financial professional about your personal finances. To help with this we have put together answers to some common questions.


What services do you offer?

We provide advice on pensions, savings, investments and insurance.

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?

We provide early evening and Saturday morning appointments to suit your availability.

How long is the initial consultation?

A 30 minute initial consultation is provided at our expense.

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.