Got questions? We have the answers
We hold all our meetings at our Wimbledon office, located on the 4th Floor, Tuition House, 27-37 St George’s Road, Wimbledon, London, SW19 4EU.
There is a pay and display car park next door to Tuition House, where our offices are located.
No. We offer initial, no obligation meetings free of charge. This initial meeting is simply a chance for us to get to know each other and understand whether we will be able to help you, given your needs and goals.
Not at all. We’d prefer you to go away after our meeting and consider what we have discussed.
You can email us at firstname.lastname@example.org, call us on 020 8543 0111 or fill out a form on our contact page and a member of our team will be in touch. Before we invite you for an initial meeting, we will arrange a call between you and one of our advisers in order to ensure we can add value to your situation.
Yes, we are regulated by the Financial Conduct Authority. You can find our entry on their register here.
It is very rare that our Financial Planners are away at the same time. Should this ever happen, a locum will be working in their place.
The cost of a financial plan will vary depending on the complexity of your situation, and therefore the amount of work required. We will explain our fees in our initial meeting, and all fees will be discussed and agreed before any work is undertaken.
We only receive commission from life insurance policies. We will make you aware of this, should we arrange this type of policy for you.
We do not charge VAT.