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We hope we’ve covered everything but if we haven’t please get in touch so we can answer any questions you may have.

Questions we typically get asked

Since 2013, all Financial Advisers in the UK must be qualified to QCF Level 4. We are both Level 4 qualified, having passed the appropriate exams in 2012.

We are also qualified Mortgage Advisers holding the CeMAP qualification.

We are currently studying towards our Chartered status and expect this to be complete 2024.

A conversation is often the easiest way to understand what you need and whether we can help. Please call us or use the contact form so we can chat further. Our contact details can be found here.

Thank you for wanting to meet with us. To arrange an appointment you can call us or use the contact form to set up an appointment. Our contact details can be found here.

Your initial meeting with us has no-obligation. If once we have made a recommendation and you would like to proceed, fees may be payable. We will tell you in advance exactly what fees are payable so you are clear and able to make an informed decision. There will be no unpleasant surprises.

Most of our clients prefer for our meetings to be held in the comfort of their own home. We are happy to do this as we want to make the financial planning process an easy and enjoyable experience for you. Over the years we have dealt with an array of children and pets so please be reassured that we are very relaxed about your personal situation.

We love nothing more than meeting face to face – either at your home, workplace or another suitable location. You are also welcome to visit us at our office.

We understand that clients are busy and often on the move. We can be agile in our approach and meet via video calls or chat on the phone – so finding time to prioritise your finances is no longer an issue.

Whatever your situation, we’d love to hear from you so please get in touch to see how we can help you.

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Your Partner, together with St. James’s Place Wealth Management plc, are the data controllers of any personal data you provide and any further information which you subsequently provide to us. For further information on our uses of your personal data, please see the Partner’s privacy policy which can be accessed on their website and St. James’s Place Wealth Management plc’s privacy policy which can be accessed at www.sjp.co.uk/privacy