FAQs
Click the 'More' button to access our FAQsWhen should I see a financial planner?
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What can a financial planner do for me?
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How much does a financial planner cost?
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Do I have to pay for the initial consultation?
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What will happen at my first financial planning meeting?
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Do I need to have a certain amount of money or assets to get your advice?
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I’m interested, what next?
We’d be delighted to set up an initial no-obligation meeting with you. We work with clients across the whole of the UK and many people now prefer to meet online via Zoom or Skype.But if you’d prefer a face-to-face meeting and you’re in the West Midlands our offices are at Friars House, Manor House Drive, Coventry, CV1 2TE.
To arrange a chat just call us on 024 7736 0315 or to arrange a meeting click here
