Frequently asked questions

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Q: What advice do you provide?

Q: What does independent advice mean?

Q: How are you regulated?

Q: I have various pensions and investments and wish to review whether these are right for me. Can you help me?

Q: How much will your advice cost?

Q: What clients do you help?

Q: Will you review my plans in the future?

Q: How often should I review my affairs?

Q: What happens if I don’t go ahead with the recommendations?

Q: Should I transfer out my Final Salary scheme?