To help ease any worries you may have, we’ve left the answers to the questions we often get asked below. If you’d like any further information, please don’t hesitate to get in touch.
Our meetings are held at our office in Melbury House, 34 Southborough Rd, Bromley, Kent, BR1 2EB
Yes, there is plenty of parking available at Melbury House, where our meetings are held.
Our initial meetings are free; they are simply a chance for us to get to know you and for you to get to know us. It’s simultaneously a chance for you to learn more about the services we offer.
You are under no obligation to sign up to our services at your initial meeting. The purpose of this meeting is to get to know each other and to decide if we are a good fit.
We are indeed. Being independent is extremely important to us; it means that we can recommend products from the whole market, seeing as we aren’t tied to any specific product or provider. For you, as our client, that means that you can rest assured our recommendations are truly bespoke.
Yes, we are directly authorised by the Financial Conduct Authority (FCA). You can find our entry on their register here.
If Fotis is away, our administrator Stella will handle any enquiries. You can reach her at firstname.lastname@example.org or 07973 801 243.
Our fees depend on the complexity of your situation and the time required for us to produce a financial plan. We will be able to give you a better idea of the fees you will be charged, and when, during your initial meeting when we get a better picture of your financial situation and goals. All fees are explained in full before we proceed with any work.
No, unless you require a life insurance-based product.
No, we do not.
Elisabeth Burgess Jones, Chair of North London Hospice, London
A client since 2005
Deborah, Essex (now retired in Norfolk)
A client since 2006
A client since 2010
A client since 2015
Paul and Sian Stewart, Fords Management, Essex
Clients since 2007
Dennis and Coleen, London
Clients since 2014
Celia Stapleton, Kent
A client since 2013
A client since 2016
Peter, Petts Wood
A client since 2018
Thomas, Petts Wood
A client since 2007