Where are meetings held?
We hold meetings at our offices in the Enterprise Centre in Louth, Lincolnshire.
Do you have parking?
Yes, parking is available on site.
Do I have to pay for an initial meeting?
The first meeting is on us. Come into the office, have a coffee, and hopefully a piece of cake. Alternatively, we can come to see you at home, or we can have a video call.
What do I need to bring to an initial meeting?
Any paperwork you may have relating to your financial situation, and an idea of what you want to achieve.
How long should I allow for an initial meeting?
Around an hour.
Do I have to sign up to your services at an initial meeting?
No, and we actually encourage you not to; you’re making a big decision. We would rather you go away and think about it and come back with further questions.
How can I book an initial meeting?
Visit our contact page and reach out to us via phone, email or our contact form.
Are you independent?
Yes. It simply means we can recommend the best financial solutions for you.
Are you regulated?
Yes, we’re regulated by the Financial Conduct Authority. You can find our entry on their register here.
Can you advise on Final Salary/Defined Benefit transfers?
No, but we can forward onto a specialist.
What happens if my Financial Planner is away on holiday?
Simon is generally contactable, and if he is on holiday he will always ensure that there is a planner to speak with whilst he is away.
What do you charge for a financial plan?
The fee for an initial plan and report is £1500. You can read more about our fees here.
Do you get commission?
Only for mortgages and life insurance. However, if you prefer, we can work on a fee basis.
Do you charge VAT?
I had a Final Salary pension that I wanted to take money from, but I had to transfer it first. Simon did all the research for me and put a plan together for my future. I am very pleased with the outcome. Simon was always available and explained everything I didn’t quite understand.
Testimonial left November 2019
I needed to change my life insurance to suit my circumstances better, and also sort out my wife's pension. Simon delivered a new life insurance policy that suited me and my family, and also saved us money on monthly premiums. He has looked after my work pension for the past five years and, when my wife changed jobs, he then sorted out the best options for her pension. So far the outcome has been excellent.
Testimonial left January 2019
Simon managed to obtain a mortgage for us in what was an unusual situation. I am a seconded nursing student, undertaking a full-time degree, and an on-call firefighter, so on paper, neither job falls under the "normal" bracket for getting an easy mortgage. Even though it was a long, drawn-out experience to succeed, Simon worked very hard and went above and beyond in achieving a very successful result without needing to overspend on our budget to do so. I do not believe Simon could have done any more, so in our opinion, he really did give the best service.
Testimonial left January 2019
I wanted to retire and needed a financial adviser to do this for me. Simon arranged an appointment to visit me at home one evening, which was very convenient as during the day I am at work. We discussed what my options were. I have been very pleased with the service Simon has provided. He is very patient when explaining the details, has never rushed me into a decision and has communicated regularly with me either by phone, email or visiting me at home.
Testimonial left July 2018
What our clients say
If you’d like to reach out to us to learn more or book a free discovery meeting, please leave your details and we’ll get in touch.