We’ve tried to answer some questions you might have here on this page. If there’s anything we’ve missed, or you’d like more detail on, please get in touch and let us know.
Where are meetings held?
We can hold meetings virtually, via Zoom or Microsoft Teams or you can visit us in our office at: The Warren, 278 Bawtry Road, Doncaster, DN4 7PD
What do I need to bring to an initial meeting?
You only need to bring the documents you feel are relevant to the initial meeting.
How long should I allow for an initial meeting?
90 minutes for a financial planning meeting.
Do I have to sign to your services at an initial meeting?
There is no obligation to sign up at the initial meeting.
Do I have to pay for an initial meeting?
No, your initial meeting is free.
What happens if my Financial Planner is away on holiday?
Our administration team can help while Paul is away.
What do you charge for a financial plan?
Our price varies depending on the complexity of your situation. This is something we can discuss in detail at our initial meeting.