At our office at 27 Clements Lane, London, EC4N 7AE – a five-minute walk from Bank, Monument, Cannon Street and London Bridge stations – or online over Microsoft Teams or Zoom.
Not at our office, but the nearest public car park is just a four-minute walk away: NCP London Vintry Thames Exchange, Bell Wharf Lane, London, EC4R 3TB.
No. All initial meetings are at our expense, and there’s no obligation to proceed with any of the recommendations made.
It would be useful if you had a detailed picture of your assets, expenditure, and any financial policies you hold, but this isn’t essential. The first meeting will always focus on your goals and objectives.
One hour.
No, there’s no obligation to proceed with any of the recommendations made.
Yes, we’re completely free from any restrictions, which means the advice you get from us will always be unbiased and focused on your best interests.
Yes, we’re directly authorised by the Financial Conduct Authority, and you can view our entry on the FCA register here.
Although we have the relevant qualifications and expertise, we took the decision to rescind our permissions to advise on these transfers. We can refer any final salary or defined benefit pension transfer work out to a trusted specialist.
Another financial planner in the firm will be able to help with anything that requires urgent advice. For anything service related, the support team will be on hand to assist.
A full financial plan costs a fixed fee of £1,250. A further implementation fee of £745 is payable if the plan results in any new financial products being set up by us.
We charge an ongoing advice fee of 1% per annum on assets under our management. This is subject to a minimum annual fee of £2,000 per household. Where the ongoing advice fee of 1% on assets under management doesn’t reach this minimum, we’ll invoice for the shortfall. We’ll never charge an upfront fee for top-ups to existing investment products.
There’s no commission payable on any investment products. We do get commission from providers for insurance products, but we’ll never charge a fee for setting these up.
No.
