We usually hold meetings in our Maldon offices. However, if under certain circumstances this isn’t possible, we would potentially discuss alternative arrangements such as video call meetings or meeting at your home or workplace.
We usually hold meetings in our Maldon offices. However, if under certain circumstances this isn’t possible, we would potentially discuss alternative arrangements such as video call meetings or meeting at your home or workplace.
No. The initial meeting is a chance for us to get to know each other. It’s at our expense and without obligation; it’s simply an opportunity for us to find out whether we can help you.
Yes. We are regulated by the Financial Conduct Authority (FCA). You can find our entry on the FCA register here.
We have two regulated Financial Planners and a fully-qualified Technical Manager. We aim to ensure that at least one of them is available at all times.
The fee depends upon the complexity of your situation, the scope of the advice proposed and the anticipated time cost.
We charge fair, fixed fees based entirely on value added.
We will sometimes agree to receive a commission for protection-based plans only.
No. We are a VAT exempt firm.
You are being directed to an external website that is no longer TFP and is not regulated by the FCA.
