General FAQs
11
What are your office hours?
9am - 5pm Monday to Friday.
Do you offer one off advice?
No, I’m afraid we don’t offer that.
What is your minimum fee per annum?
Our minimum annual fee is currently £2,500.
Are you part of St James Place Wealth Management
No we're not - we're an independent company.
Are your offices open?
Yes we are open 9am-5pm Monday - Friday.
Do you charge for a first discovery meeting?
No, a first meeting is at our expense. If I could take your name, email address and telephone number, someone from the team will be in touch.
Do you work throughout the UK?
Yes we use various means of communication such as face to face, Zoom/Google meet and phone call.
Which areas do you work in?
Check out our ‘who do we help’ and ‘our services’ page on our website.
Can I come to your offices?
Yes we are open 9am-5pm Monday - Friday.
Do you do remote consultations/Do you offer online/virtual advice?
Yes. We use various video conferencing software to offer online advice rather than face to face.
Do you deal with final salary/defined benefit pension transfers?
Yes, to a certain extent. If I could take your name, email address and telephone number, someone from the team will be in touch to discuss.