FAQS

The majority of our clients will be from Liverpool, Wirral, Cheshire, Manchester, Lancashire, and North Wales; however, we have clients across the United Kingdom. London based clients find it refreshing to deal with an advice firm that does not have London based prices. We offer both face-to-face and web-based advice and will tailor our process to your individual needs. You are always welcome to come to us, but most clients find it easier to discuss their plans at a time and place that is convenient for them.

We work with all sectors and types of clients, from the self-employed, doctors, teachers, professionals, company directors, high earners, people approaching retirement, those who have received an inheritance, those requiring long term care & the elderly as well as young people looking to build for the future. We have no minimum investment pots that we look for in clients.

The first meeting is free. During this meeting we will try to determine how and even if we can help you. Also, if it is worth proceeding to a full advice process. If some free guidance will be enough to resolve your query, then that is what we will provide to you. Costs and charges for full advice will depend on what type of work we are doing, how much work is involved, and what our exposure will be. We will try to formalise costs as early in the process as possible, but without knowing what we will be doing, it is not easy for us to say up front. One of our investment philosophies is to reduce unnecessary cost as much as possible, so your investments are working as hard as they can and as much as possible is staying in your pocket.