All meetings will be held at our Chobham offices, or we can agree to hold them at your home.
No, this initial meeting is held at our expense.
Please bring an open mind and anything you feel would be relevant to our discussions.
Please be prepared to be with us for up to one hour and 15 minutes.
No, and there is no obligation to go forward with us if you decide not to.
You can book your initial meeting through our contact form or by calling the office on 01276 855717.
Yes, we have a car park outside our office, which is available for clients to use when they visit us.
We are restricted, but we have a wide-ranging proposition with some of the best fund managers and providers. Ultimately, we’ve been advising for nearly 40 years and have successfully helped many people.
Yes. We are an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.
Yes, we have a referral system via The Openwork Partnership.
We have other financial planners who will step in for one another when the other is unavailable.
We charge a percentage fee. You can better understand how we charge and what is involved at every stage of the financial planning process by clicking here.
We will only accept commission on insurance policies.
Our fees are not subject to VAT.