Meeting are held in our Maidstone offices. You can find further details on our contact page.
We do, but please let us know if you would like to use our parking as the car park can be a little difficult to find at first and is not accessed from the same road as the office is located on.
Just yourselves! It would be useful to have a rough idea of the values of your pensions, savings and investments, but the discovery meeting will be spent talking more about you than your money.
No, it is at our expense. The discovery meeting is a chance for us to see if we can help you and for you to see if we are the right people to help you.
Yes. As Independent Financial Planners, our obligation is to you, not the product provider. We therefore have the freedom to recommend solutions from the whole market and create a financial plan that is truly bespoke.
Yes, we are directly authorised by the Financial Conduct Authority (FCA). You can find our entry on the FCA register by clicking here.
The way we charge will depend on the complexity of your situation. We are always transparent about our fees, and we always explain how and what we will charge before any work commences. You can find out more about the way we charge here.
We are only paid what is agreed between us. We may still receive a commission if we arrange a life cover/protection policy.
No, the majority of our income is not VATable.
If you would like to speak to a member of our team, please enter your details below and we will be in touch.