FAQ

I live far away from your offices, can you help me?

We love technology and will work with our clients in whatever way suits them. For clients that find it difficult to come to our offices we are happy to have meetings by Skype or telephone.

How do you charge fees?

Our process has 4 distinct stages.  We charge a set fee for each step.

Do I have to complete all the steps in your process?

No. We can work with you on the areas that you need only.

What happens if I need long term advice?

Our process is designed to do just that and partner with you over the long term to provide you with ongoing financial coaching and advice.

Do you need me to have a minimum amount of assets?

No. Unlike some other financial planning firms we don't expect you to have a minimum amount of assets before we will work with you. We do expect you do pay our minimum annual fee of £1500 + VAT per year. If you are happy to do this we are happy to work with you.

I already have an adviser, can you still help me?

If your adviser does not offer Life Planning, we are happy to partner with your existing adviser to provide this service alongside your existing arrangements.

How do I get started?

The first step is to contact us for an initial consultation. This is entirely at our expense and will enable both us and you to decide if we want to work together.

Do I have to sign a contract?

No. We never ask you to sign a contract or to stay with us for any length of time. You are free to walk away whenever you wish.

How do I know you are qualified to help me?

All our advisers are both technically qualified and have life planning training. You will see the qualifications that each adviser has on their individual page in The Team section

I just need you to look at my pensions for now. Can you do this?

Yes. We are happy to help you with any immediate areas of concern you may have through individual project work. Please contact us to tell us what you need and we will happily prepare a no obligation quote for you. You can send your enquiry here