Got a question? We can help
It’s natural to have plenty of questions about the process, so to help you we’ve compiled a list of the most common queries we receive from our clients. If there’s anything we haven’t covered here, feel free to send us a message.
Where are meetings held?
Meetings can be held at our office or in your own home. We also have the option of a video call meeting.
Do you have parking?
Yes, this is on-site.
Do I have to pay for an initial meeting?
No. Before delivering any advice, it’s important that we find out about your current situation and future objectives. We also need to determine whether we’re the right fit for working together. Because of this, we don’t charge for the initial meeting.
How long should I allow for an initial meeting?
Up to one hour.
What are your qualifications?
Graeme is a Chartered Financial Planner, and also holds a Certificate in Investment Management and advanced pension qualifications.
What do clients say about you?
We’re proud to have a large number of 5-star reviews on VouchedFor, where Graeme has been acknowledged as a Top Rated Adviser for 2021. He has also obtained a Certificate of Excellence.
What happens if my Financial Planner is away on holiday?
Holiday arrangements are put in place, and in the event of an emergency we will still be contactable.
Do you charge VAT?
Hear from our clients
Don’t just take our word for it. Hear from some of the people we’ve helped with our advice.