Are you regulated?
Yes the Financial Conduct Authority regulates Financial Advice in the UK, you can check the FCA register to ensure myself and any adviser are in fact regulated. 

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Where does my money get invested?
Client money is invested on a Regulated UK Investment Platform, from this platform we can manage and select the correct investment strategy for clients on their behalf. 

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How is it invested?
Client funds are invested from a choice of investment funds from the whole of market in the UK.

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Why do people take financial advice?
Various reasons, notably to reach their financial goals faster than those going at it alone, or peace of mind for their families life savings. They may also lack the time and/or expertise to self manage, Pensions, Investment and tax rules are ever changing. ​

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Am I protected?
By working with an independent regulated UK Financial Advice company, you are protected under the Financial Conduct Authority in the UK, the FSCS Compensation scheme in the UK and the Financial Ombudsman in the UK.

 

How do your fees work?
We work with clients on an on going basis, and we charge an annual management fee for this. These fees are usually deducted from the clients invested assets each year. To setup, plan and on board a client at the start, a one off fee is charged. 

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Can I leave at any point?
Yes, there are no costs or exit fees if you no longer want the service, you are not tied in at all. We endeavour to make your transition as smooth as possible if you decide to move on.

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