What is a Chartered Financial Planner?

Chartered Financial Planner status is the gold standard for financial advisers and shows that we are highly qualified, reputable and capable of providing advice with integrity. In line with our status we are committed to placing your interests at the heart of our advice as well as earning and maintaining your trust, protecting your interests and working within the limits of our abilities and what you authorise us to do.

How do I become a client?

In the first instance please contact the office by phone or email to inform us about your current situation, what you are looking to achieve and if there are any specific issues you would like to address. From this we will then arrange for an initial no obligation consultation with one of our financial planners who will discuss our services and charges with you.

Is there a charge for the first appointment?

No, there is no charge for a no obligation appointment so you can decide whether or not you want to proceed to formal advice that you will pay for.

Will the adviser come to my house or do I need to come to the office?

Home visits can be arranged by agreement, there will be no additional charge for this.

Will the adviser see me in the evenings or at weekends?

Our normal working hours are Monday to Friday, 9 to 5, however all of our advisers are flexible to try to meet client’s needs and we will try our best to arrange a meeting time which suits you.

Are you tied to any product providers? Is your advice restricted in anyway?

We are independent financial advisers and can advise on all areas of finance and on all products and providers. We are not tied to any particular providers and can offer products from the whole of market.

What qualifications do your advisers hold?

All of our advisers must meet the minimum QCF level 4 Diploma and be aiming to achieve Chartered status. Please see our Team pages for more details.

Do your advisers specialise in any particular areas?

We match our clients to the best suited advisor for their needs. Some of our advisers have specialist qualifications in Equity Release, Occupational Pension Transfers and Long Term Care.

What should I bring to my first meeting with my adviser?

As a minimum we will need to see some identification from you before we can transact any business, for example a photocard driving license, but otherwise it will depend what you wish to see your adviser about. It’s often helpful if you have paperwork to hand for any existing policies you would like your adviser to review.