Questions answered

Yes. And frankly, please don’t work with anyone who’s not.

The most qualified we can be. Which is to say, Kim is a Chartered Financial Planner, a Fellow of the Personal Finance Society and a fully qualified member of the Society of Trusts and Estate Practitioners.

Other members of the team are also Chartered Financial Planners and any team member who works directly with our clients financial plans are well qualified to do so.

Our preferred way is to meet face to face at our office in Bristol. All meeting formats are possible though.

Parking is metered outside our office and we will pick up the cost on arrival.

We’ll send an introductory email to you prior to our meeting which will explain the timings, format and any information you will need. 

Our initial meeting is provided at our expense as an opportunity to see if we’re the right fit for each other. We’re not for everyone and we wouldn’t want to be. 

We will reflect on whether we’re a good fit for you and we’ll ask you to do the same. If we’re all happy to work together, we’ll invite you to become a client and you’ll receive our welcome pack. 

We are one of the very few financial planning firms in the UK that discloses our fees on online. View our fees page here.

Yes! Some of our clients are also business owners and we provide guidance, advice and support for all aspects of their lives, including their businesses.

Lets talk more about this when we meet.