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"How do I become a client?"
It all starts by taking that first step and we can’t wait to hear from you. Please contact our office by phone or email to arrange an appointment or complete our enquiry form and we can call you.
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"Is there a charge for the first appointment?"
No, the first meeting is at our expense. Once we assess the work involved and complexity of your case, we can discuss the fees involved to proceed. There is absolutely no obligation or pressure to move forward from our part.
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"Do I need to meet an adviser at your office?"
Come to us or we can come to you! We are flexible in our approach to our clients. Although we are located in Kilmarnock, we are more than happy to visit you anywhere throughout Ayrshire and Central Scotland. We also offer online meetings via Teams, Zoom, FaceTime.
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"Will the adviser see me in the evenings or at weekends?"
Our normal working hours are Monday to Friday, 9 to 5, however, we will do our best to arrange a meeting time which suits you.
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"Are you tied to any product providers?" "Is your advice restricted in anyway?"
We are Independent Financial Advisers and can advise on all areas of finance and on all products and providers. We are not tied to any particular providers and can offer products from the whole of market.
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"What qualifications do your advisers hold?"
All of our advisers must meet the minimum QCF level 4 Diploma and be aiming to achieve Chartered status. Please see our team pages for more details.
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"What should I bring to my first meeting with my adviser?"
It’s often helpful if you have paperwork to hand for any existing policies you would like your adviser to review otherwise just your good self.
