FAQS

Have a question?

Find answers to some of the questions asked most frequently by our clients

The value of pensions & investments and the income they produce can fall as well as rise.
You may get back less than you invested.
Inheritance tax Planning is not regulated by the Financial Conduct Authority.

  • Do I have to pay for an initial consultation?

    No, the initial meeting is free of charge. It allows you to gain sufficient information about our services to establish whether you would like to work with us. It also helps us to confirm that we can provide the advice you require.