FAQs
FAQs
Got a question for the team? Look below to see if we’ve already answered it.
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At our office or your place of work.
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The initial meeting is usually held at our expense, and this is when we explain our services, charges and advice process.
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As part of our process, we will gather information about your income and expenditure, assets and liabilities. Alongside these, we’ll also require existing investments, pensions and insurance, as well as any information regarding these.
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The introductory phase of the process should take no longer than 30 minutes. If you move on to the information-gathering phase, please allow around two hours in total. However, it will depend on your personal circumstances.
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If you do not wish to continue after the introduction phase of the meeting, then you do not have to.
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Meetings are normally booked directly with David.
Contact details:
07766 001057 -
Yes. Our advice process is focused on the best outcome for clients. We recommend suitable and appropriate products and services from the whole of the market.
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We can get paid by charging you fees, receiving a commission, or a combination of both. As part of our initial meeting, we will discuss the options available to you, depending on the advice or services you require.
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Some of our services require us to charge VAT. We will inform you if this is the case.