We understand you’re likely to have questions, so we’ve tried to answer as many of them as we can here. If you have a question that isn’t covered here, please don’t hesitate to get in touch.
Meetings are held either at your home or office, or at my meeting room: Booths Park, Chelford Road, Knutsford, WA16 8GS.
There is no charge for an initial meeting.
It’s useful to bring evidence of your ID such as a driving licence, and if we are meeting at my office, evidence of your home address such as a recent utility bill.
You should also bring any statements from existing investment or pension providers or other relevant plans you may wish to discuss.
Up to an hour.
It’s great to get the ball rolling, but if you want some time to think we can arrange a second meeting to discuss things further at no charge.
You can call me on 01625 427805 or 07980 425776 or email me at firstname.lastname@example.org
Yes, it’s something that’s very important to me. It means that I’m able to source and recommend products from the whole of the market, so I can truly find the solution that’s right for you.
Yes, I’m an Appointed Representative of the Sense Network who is authorised and regulated by the FCA. You can find me on the register here.
While I am qualified to advise on this area, I don’t currently provide advice on DB pensions. I can however refer you to one of my connections.
I have an arrangement with a local, trusted adviser, so in the event I’m not contactable details of who to contact will be provided.
Fees are usually a percentage of the assets under influence. If you would prefer to pay a fixed fee this is also an option.
Protection plans pay a commission, however I’m happy to work on a commission or fee basis.
I’m a member of the Sense Network that provides training, support and compliance services to IFAs.