FAQs

We’ve answered some frequently asked questions below.

Got further questions? Just get in touch.

Where are meetings held?

Do I have to pay for an initial meeting?

What do I need to bring to an initial meeting?

How long should I allow for an initial meeting?

Do I have to sign up to your services at an initial meeting?

How can I book an initial meeting?

Are you independent?

Are you regulated?

What happens if my Financial Planner is away on holiday?

Do you take a percentage or are your fees fixed?

Do you get commission?

Do you charge VAT?

What our clients say

“We find this relationship to work admirably for us. David is the expert in a field in which we could never hope to be so proficient. We have every intention of maintaining this relationship long into the future.”

Carole and Roger

Clients since 2003

“David’s financial planning advice and knowledge is excellent, and he talks to me in terms I can understand, not financial jargon! I don’t have to look too closely at what is happening, as I know David will be doing that.”

Alison

A client since 2004

See what our clients say

Get in touch

Got questions? Ready to book an initial no-obligation meeting? Leave a message using our form below and we’ll be back in touch as soon as we can.