News

The charge for ongoing advice depends on the complexity of your arrangements and the level of service you require. We will confirm the ongoing service charge clearly before you commit […]

For most regulated financial products, you have a statutory right to cancel within a specified period — typically 14 or 30 days, depending on the product. We will confirm the […]

A suitability report is a personalised document that sets out your current financial situation, our analysis of your needs and objectives, our specific recommendations, the reasons why those recommendations are […]

It depends on the complexity of your situation. For straightforward cases, we aim to provide a suitability report within a few weeks of the initial meeting. For more complex situations […]

Yes. There is no charge for the initial consultation and no obligation to proceed. We will confirm this in writing before the meeting.