We get asked a lot of questions, and rightly so. Below are just a few common ones that you should know the answers too. Of course, feel free to contact us here if you have a burning question that you need the answer too.
Why should I choose a company who displays the Chartered logo?
The Corporate Chartered Logo is awarded on the basis of an organisation’s commitment to meet significant and ongoing obligations designed to ensure that its employees are competent, knowledgeable and ethical in their dealings. Find out about being chartered here
What process do you follow?
We follow a standard 6 stage process to establish your financial planning strategy
How are you paid?
How we get paid has changed slightly over recent years and depends on the services and products that you take. Read more about how we get paid here
What insurance products do you offer?
We can only offer products from a limited number of insurers for buildings and contents insurance, income protection and accident, sickness and unemployment insurance. Please ask us for a list of insurers we offer insurance from.