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FAQ – Frequently Asked Questions

Frequently Asked Questions

Here are some of our most commonly asked questions, but if they don't answer your questions just get in touch with a member of the team.

What is Independent Financial Advice?

Answer: Independent financial advice refers to unbiased financial guidance provided by professionals who are not tied to any specific financial product or provider. Independent advisers offer personalised advice tailored to your financial goals and needs.

Why should I seek financial advice?

Answer: Financial advisers help you make informed decisions about managing your money, investments, and retirement planning. Their expertise can lead to better financial outcomes and peace of mind.

How do I know if I need a financial adviser?

Answer: You may benefit from a financial adviser if you have financial goals, need assistance with investments, retirement planning, tax optimisation, or want help managing your overall financial well-being.

What services do you offer?

Answer: We provide a range of services, including comprehensive financial planning, investment management, retirement planning, estate planning, tax optimisation, and risk management. Please visit our “Our Services” page for more details.

How are you compensated for your services?

Answer: We are fee-based advisers, which means we charge a fee for our services rather than earning commissions on financial products. Our transparent fee structure ensures alignment with your best interests.

Are you authorised and regulated?

Answer: Yes, we are authorised and regulated by the relevant financial authorities in our jurisdiction. We adhere to strict ethical and professional standards to ensure the highest level of service and protection for our clients.

Do I need to have a certain level of wealth to work with you?

Answer: No, we work with clients of various financial backgrounds. Our services are tailored to your specific needs and financial goals, regardless of your current wealth.

How do I get started with your firm?

Answer: To get started, simply contact us through our website, phone, or email to schedule an initial consultation. During this meeting, we’ll discuss your financial goals and determine how we can assist you.

What information should I bring to our initial consultation?

Answer: It’s helpful to bring any relevant financial documents, such as bank statements, investment portfolios, tax returns, and details about your financial goals and concerns.

Is my personal and financial information kept confidential?

Answer: Yes, we take your privacy and data security seriously. We have strict confidentiality policies in place to protect your information and comply with all relevant data protection regulations.

Contact Us

  • In Person25 Castle Street Chester
    CH1 2DS
  • Over the Phone (01244) 478007

Make a booking

To get started, please make an appointment with one of our professionals