You will find answers to the questions we get asked the most about below. If your question isn’t here, please get in touch.
How can we help you?
We understand that you will have questions about our services and how we work, and we encourage you to ask questions. However, before getting in touch with us, take a look below to see if your query has been answered.
If you would like us to go into more detail or if you have a question that isn’t listed below, we will be more than happy to help.
Frequently asked questions
Are you independent?
Yes, we are proudly independent. We are not tied to any financial institution or organisation, so we always act in our client’s best interests.
Are you regulated?
Yes, in our own right. We are authorised and regulated by the Financial Conduct Authority. You can find us on the FCA Register here.
Where are meetings held?
Ideally, we like to meet our clients face to face, whether at our offices in Chiswick and Richmond or at your office. Many meetings are conducted via video calls, which is often the most practical option.
Do I have to pay for an initial meeting?
No. The initial meeting is undertaken at our cost.
What do I need to bring to an initial meeting?
There is no need to bring anything to the meeting. However, it would be helpful to have a good understanding of your income, expenses, investments, pensions and liabilities.
How long should I allow for an initial meeting?
An initial meeting normally takes around one hour.
Do I have to sign up to your services at an initial meeting?
No. We will only ever work with clients who are a good fit and where it makes complete financial sense. If the fit feels right during the initial meeting, we go away and conduct a small piece of work, for which there is no charge. We then meet again to present our work, and at that point, we jointly decide if we should work together.
How can I book an initial meeting?
Do you have parking?
There is meter parking available in nearby streets in Chiswick.
Where is the nearest tube station?
Chiswick Park or Turnham Green are the closest tube stations.
What happens if my financial planner is away on holiday?
We have a whole team to support every client. From the outset, the primary adviser to a relationship introduces a second partner and our client service manager. The rest of the team is available to answer queries or assist.
Do you charge VAT?
No, we do not charge VAT. Our fees are exempt from VAT.