Whether this is your first time taking financial advice or you’re seeking a new adviser, you’re bound to have some questions about our service and advice.
We have answered some of our most commonly asked questions below.
You are welcome to our office in Rugby, Warwickshire. You can find the full address on our contact page. Alternatively, we can also come to your home, office or anywhere that is mutually convenient and appropriate.
Yes, we have plenty of free parking available at our offices.
Absolutely not. The initial meeting is simply a chance for us to get to know each other and establish whether we can help you. It’s also an opportunity for you to understand more about the services we offer. Conversation costs nothing!
Our initial meeting is a chance for you to learn more about us and our services; in turn, it’s a chance for us to get to know you and your goals. We want to ensure we can add value to you and your situation. If we feel we are not the right firm for you, we will wish you well; there is no obligation to become a client. Even if we are a good fit, there is still no obligation to sign up immediately.
You will find our full contact details on our contact page. You can also complete a contact form and a member of our team will get in touch with you.
We are indeed. That means we have an obligation to you; not a particular financial provider. We work in your best interests and select the financial products that will best help you to achieve your goals.
Yes. We are regulated by the Financial Conduct Authority (FCA). You can find our entry on their register here.
If your Financial Adviser is away, there will always be another team member available to answer any questions you may have. You can contact the office at any time on 01788 711655 or firstname.lastname@example.org.