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Where are meetings held?

We usually hold meetings in our Maldon offices. However, if under certain circumstances this isn’t possible, we would potentially discuss alternative arrangements such as video call meetings or meeting at your home or workplace.

Do you have parking?

We are located on the high street in Maldon and there are plenty of car parks located close by.

Do I have to pay for an initial meeting?

No. The initial meeting is a chance for us to get to know each other. It’s at our expense and without obligation; it’s simply an opportunity for us to find out whether we can help you.

Do I have to sign up to your services at an initial meeting?

There is no obligation to sign up to our services in this initial meeting. In fact, we encourage you to go away and take time to come to a decision.

How can I book an initial meeting?

Simply call us on 01621 851563, email or fill out a contact form below and a member of the team will be in touch.

Are you independent?

Yes. We have the authority to make whole of market recommendations. Our solutions are therefore completely bespoke and completely tailored to your personal circumstances.

Are you regulated?

Yes. We are regulated by the Financial Conduct Authority (FCA). You can find our entry on the FCA register here.

What happens if my Financial Planner is away on holiday?

We have two regulated Financial Planners and a fully-qualified Technical Manager. We aim to ensure that at least one of them is available at all times.

What do you charge for a financial plan?

The fee depends upon the complexity of your situation, the scope of the advice proposed and the anticipated time cost.

Do you take a percentage or are your fees fixed?

We charge fair, fixed fees based entirely on value added.

Do you get commission?

We will sometimes agree to receive a commission for protection-based plans only.

Do you charge VAT?

No. We are a VAT exempt firm.

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