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FAQs
There’s no such thing as a silly question
Questions and answers
I understand that making informed decisions about your finances can be a daunting task. That's why I’ve compiled a comprehensive list of frequently asked questions designed to help you gain a better understanding of our services, financial products, and industry-specific terms.
Do you charge for an initial meeting?
How do you charge for your services?
What happens in the initial meeting?
How do I book an initial meeting?
Where are meetings held?
Are you independent?
What does it mean to be Chartered?
What's the difference between a financial planner and a financial adviser?
Do I have to be wealthy to work with you?
What makes you different?
Are there any services you do not provide?
Are you regulated?
How am I protected when receiving advice?
Do you charge VAT?
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