Frequently asked questions

  1. How long does the initial meeting take? The first meeting will usually take an hour to two hours.
  2. Will I be informed of all cost’s / charges? Yes, we will provide clear and transparant costs through every step of the process.
  3. Will I be sold a product like a bond?We are independent and will recommend the necessary solution, which is not linked to a particular product or type of product, but based on best advice.
  1. Will I be provided with literature? Yes, we start with online risk questionnaires, a Fact Find and Client Agreement. Advice is based on Suitability Letters or Exec Summary as well as investment Reports.
  2. When can I expect contact from my adviser? This is agreed between you and your adviser, but generally at least once or twice per year.
  3. Will I receive regular news letters? Yes, if you want, we can send out a investment news letters every three months.

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