FAQs
Can you coordinate with my mortgage adviser if they need information from you?
Yes, we are happy to work with other professionals, including external mortgage advisers.
What happens if my adviser leaves the firm?
All our financial planners work in a similar way. Therefore, if your planner leaves, another planner can continue with your plan and take you on as their client with minimal disruption.
Can I see an example of a financial plan?
Every financial plan is bespoke; however, we can provide generic examples during the initial meeting.
Will I be able to see the value of my investments online?
Yes, you can view the value of your investments through our secure client portal. You can access this via the website.
Do you provide an online portal for clients to view their investments?
Yes, we provide a secure client portal for investments and documents. Access is protected, and you can use it to view valuations and key paperwork in one place.
How often will I meet with my planner?
Most clients have a formal annual review meeting.
Can you advise on mortgages?
Yes, we can advise on mortgages and have a dedicated mortgage team.
Can you advise on equity release?
This is not something we provide advice on, however, we can introduce you to specialist Equity Release providers.
Can you advise on personal pensions?
Yes, we advise on personal pensions. The options available will depend on your circumstances and the current rules.
Can you advise on workplace pensions?
Yes, we can advise on workplace pensions.
Can you help me consolidate multiple pensions?
Yes, we can assess whether consolidating multiple pensions makes sense for you, as it is not always the right option.
Can you help with ethical or sustainable investing?
Yes, we can advise on ethical investments.