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

There’s no obligation to go any further with me at this stage if you don’t want to. In fact, you’re encouraged to take the time to consider the information provided and make an informed decision at your own pace.

Where are meetings held and can we meet remotely?

For me, financial advice is all about the personal touch, so I’d love to see you face to face in the Solihull  office or at your home / business for our first meeting together. Although I am more than happy to meet via Zoom if you prefer. 

What do I need to bring to an initial meeting?

Bring any relevant financial documents, such as statements or policies for any pensions or investments you may already have in place. It’s also useful if you can bring some ID and proof of address.

Do you have parking?

Yes, my office has free parking. Let me know in advance if you need specific arrangements or have any accessibility concerns.

How can I book an initial meeting?

You can use my  ‘Arrange a Meeting’  link to view available slots.

How long should I allow for an initial meeting?

Plan for approximately one hour. This usually allows sufficient time for a thorough discussion of your financial and personal goals, and for me to provide an overview of my services.

Are you regulated?

Absolutely, and you can view our entry on the Financial Conduct Authority register here. As a regulated business, we have to deliver our services in a way that meets the highest standards of professionalism and ethics.

How do you protect my data?

Safeguarding your highly sensitive personal and financial information is my top priority. As signatories of the government’s Cyber Essentials + scheme, you can be confident that I follow the strictest security measures and comply with all relevant legislation at all times.

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