What is your approach to providing financial advice to your clients?
We are client-focused and committed to building long-term partnerships with our clients. We take our position as financial planners very seriously, and we are dedicated to always acting in our clients’ best interests.
Are you an independent financial advisor?
Yes, we are a registered financial advisor and independent broker-dealer. We deliver “best of breed” products and services efficiently all around the UK.
How often can I expect to hear from you, and when?
Mostly, this is up to you. We like to maintain regular meetings approximately 2-4 times a year to review your situation.
How can you assist me with my business finance?
All aspects of your business finance that you are concerned about will be discussed in our meetings and discussions.
Do we require a credit check?
Yes, you need to mention a credit reference.
How do I make payment?
You can make payments via Direct Debit.
Do I need to pay a deposit?
Yes, a little deposit is paid before the leasing agreement is signed, and it’s the same as a monthly payment.
Will my payments be affected by the interest rate rise?
Not at all. Your payments are fixed.