FAQs
Below are some of the commonly asked questions that our clients approach us with. If there’s anything we haven’t covered here, we’re happy to help. Simply get in touch.
We will look to arrange meetings to suit you whether this is at your home, our private meeting room in our offices or another location that works best for you.
There is no on-site parking but The Manor Car Park is just a short walk away. For brief visits, there is free parking in the Square (for up to one hour).
No, the initial meeting is a chance for us to get to know one another and better understand your needs and how we may be able to help. We do not charge for this meeting and there is no obligation to you.
Just yourselves and any associated financial documents you feel may be relevant.
On average, we would suggest a minimum of one hour.
No, there is no obligation to sign up during our initial meeting.
Simply contact us here or pop into our office.
Yes, we provide independent financial advice as we believe this is the most beneficial approach to our clients.
Yes, we are regulated by the FCA.
Kevin Hicks is a Chartered Financial Planner. This means that he has achieved the highest standard of qualifications and experience in the financial planning profession.
We do not advise on Final Salary/Defined Benefit pension transfers. However, we can refer you to a trusted third-party who provides this very specialised advice.
There will always be another qualified individual for you to talk to.
We only receive commission on life assurance products.
How about a chat?
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Why our clients love working with us
Having sought your financial services some years ago, I have always found your advice to be sound and the clarity with which you have explained my questions reassuring. I would like to take this opportunity to thank you for all you have done for me over the years and going forward.
During the years we have been with Kevin we have found you to be very accommodating. Any queries we have had have always been dealt with immediately, efficiently and sympathetically. We have no hesitation in continuing our relationship with you.
Kevin, I want to thank you so much for being ready to help me all of the time, especially when caring for my late husband and the time after his passing. I just want you to know how much you are appreciated.
Thank you so much, Kevin, for all your support and advice over the years. I wouldn’t be where I am today if it wasn’t for you.
We now know that we’re receiving proactive advice and that we have an expert keeping an eye on our finances.