Becoming a client / Looking for an adviser - FAQs
What can I expect when I first get in touch?
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Do I need to commit straight away?
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What happens in the first meeting or call?
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What qualifications do you have?
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Can I find you on the FCA register?
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Will I have a dedicated point of contact?
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Can you help if my situation is quite complex?
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What happens if my circumstances change?
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How often will we speak or meet?
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Do I pay more if I contact you between meetings?
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Will you keep things simple for me?
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What’s your ultimate goal for your clients?
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