HOW DOES IT WORK TO START WITH?

 

After you have read through our website, please reassure yourself with our FCA permissions. 

 

If you would like an IFA that works in your best interests (rather than a bank that represent their own), please drop us a line.

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We will arrange to visit you at your home or at work.  Client visits are nationwide (at our expense) and they allow us to see you on your terms, it also helps us achieve higher anti money laundering standards if we have seen the client at their home address. 

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This is a good chance for us all to understand what work may be needed.  If we can't help you we will inform you at that meeting and no fee will be required.

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Do not be concerned about geographical distance from our Herefordshire office as we will link our appointments to coincide with other clients we have in your area.  From Perthshire through to Devon, we will have clients nearby so use the opportunity to see those clients on the same day that we see you.

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You are always welcome to book an appointment at our offices located at Park Lodge. HR2 0HE.  

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We agree client terms to be appointed before we provide advice that is supplied in consideration of our fee.  In most cases our fees are paid via deduction from the pension or investment being discussed, however you are welcome to pay via cheque or BACS if you would prefer.