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What to Expect During a Consultation
Frequently Asked Questions
In the same way that a business will rely upon a Financial Director to create budgets and forecasts to help the business grow and prosper, we act in a similar capacity but for the individual. It is important that when you build a Plan any forecasts are based on assumptions that are reasoned and reasonable and reflect any external factors, be they economic, legislative or product specific, otherwise it becomes merely guess work.
Within our team we have individuals who are qualified as Certified Financial Planners (CFP™). The CFP™ certification is recognised globally as the gold standard for financial planning professionals. We therefore have the expertise necessary to build a robust Financial Plan for you.
No. We are able to tailor financial planning according to your personal needs and circumstances.
Building trust with your financial planner is important and sometimes this can take a little time. To start with however, ask:
- Do I need to buy a product from you to pay for your time?
- What services can you offer me?
- Is your advice Independent or restricted?
- Do you require a minimum amount of investment to take me on as a client?
- Are there any barriers or exit penalties if I decide to dispense with your services later on?
- What are your professional qualifications?
- How many clients do you look after?
- Do you have service standards?
- Will I get to know other members of your team?
Before embarking on a financial planning project or providing advice we will agree on a fee with you. The fee will depend on the nature and complexity of the work we undertake for you. Our fees typically start at £850
We offer an initial meeting at our expense, either on Zoom, by phone or you are welcome to visit us at our office in Cheltenham.
Let us show you how financial planning can work for you.
105-107 Bath Rd,Cheltenham GL53 7LE
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