Your questions
Clarity from
the beginning.
A few things you may want to know before making an enquiry.
What happens in an initial conversation?
It is a chance to explain what you are looking for and ask about how we work. We would establish whether your needs fall within the services we offer and explain next steps before any advice engagement.
How much does financial advice cost?
The cost depends on the work and the service agreed. You should receive an explanation of applicable charges and how they are paid before committing to advice. We explain the current charging structure and any applicable minimum fees directly. No advice fees are incurred until agreed.
Do investments come with a guarantee?
No. Investments can fall as well as rise in value and you may receive less than you invested. A recommendation would consider your circumstances alongside your objectives and capacity for loss.
Will I receive ongoing support?
Any ongoing service would be agreed separately along with its frequency and charges. Ongoing reviews are not included automatically in every advice arrangement.
Is this website personal financial advice?
No. The information on this website is general and does not take account of your circumstances. A personalised recommendation requires an assessment of your needs and an agreed advice service.
Is your investment advice independent?
No. We provide restricted investment advice from a selected panel of investment companies. We can provide the list of those companies on request.