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FAQs
Where are meetings held?
Our initial 30-minute meeting tends to be a call. We can hold meetings at our office in Cheshire, or we can meet you at your home or place of work, depending on location and availability.
Do you have parking?
Yes, we have free parking at our office.
What does an initial meeting involve?
Depending on the service you require, this meeting allows us to obtain high-level client information and explain charges, processes, timescales, and potential outcomes. We approach each new engagement with a consultative process. This allows us to have an open dialogue about your values and goals while working with you to tailor a plan to help achieve them.
Do I have to pay for an initial meeting?
No, the initial kick-off meeting is held at our expense.
How can I book an initial meeting?
Simply give us a call on 0161 637 2191 or fill in the form at the bottom of this page, and a member of the team will get in touch.
What do I need to bring to an initial meeting?
Our planners will let you know ahead of the meeting if you need to bring anything.
How long should I allow for an initial meeting?
The initial meeting is for 30 minutes.
Do I have to sign up to your services at an initial meeting?
No, you have no obligation to sign up to any of our services, and you can leave the call or meeting at any time.
What is a typical financial plan?
A typical financial plan will contain some or all of the following planning reports, within which professional recommendations would be made: life goals, cashflow, investment, personal risk, personal protection, tax planning and mitigation, retirement and estate.
What does the financial planning process consist of?
The comprehensive financial planning process consists of six steps. You can see the steps in more detail here.
Are you independent?
Yes. We offer a highly professional service that is independent of any product provider and 100% focused on client needs.
Are you regulated?
Yes, we are an appointed representative of Holborn Assets Limited, which is authorised and regulated by the Financial Conduct Authority (FCA). You can find our entry on the FCA register by clicking here.
How do I know if I need wealth management advice?
Our wealth management services are designed to protect and nurture your wealth. This service is most likely to suit clients who are busy professionals, have complex financial affairs, have important goals, and are looking for a trusted adviser. It is aimed at individuals and families with a net worth starting at around £3 million.