Frequently Asked Questions

Most firms offer a free initial, no-obligation "discovery" call or meeting to discuss your goals and see if the partnership is a good fit.

While not strictly necessary for the first chat, it is helpful to have an overview of your assets, liabilities, income, expenses, and existing pensions.

Yes, we can review your existing pensions, compare charges, and manage the transfer process if suitable.

Yes, your assets are held with regulated, independent custodians/platforms, not directly by us, and are protected by the Financial Services Compensation Scheme (FSCS).