FAQs

  • What services do you offer?
  • Why should I use an Independent Financial Adviser?
  • What do your clients consult you about?
  • What are your hours of business and can you visit me at home?
  • Are you a regulated firm?
  • Do you charge for an initial consultation?
  • What happens at an initial consultation?
  • What are your charges and fees?
  • Which companies products / services do you recommend?
  • Do you arrange mortgages?
  • Are large lump sums required to make an investment?
  • Is it worth saving in a pension?
  • When should I start saving for my retirement?
  • How much do I need to save in a pension?
  • Will my estate be liable to Inheritance tax?
  • Is there a way of reducing a potential Inheritance tax liability?