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It is our usual practice to offer a free no-obligation meeting at the start of our relationship with any prospective new client. We will always ensure a client knows any costs they face before they are committed to these.

No, we would not expect anyone to sign up to anything at an initial meeting. We may decide by the end of the meeting that we will take the relationship to the next stage, and we will provide you with some documentation to take away, read and complete. You will know in advance of any charges.

Due to the regulatory environment that persists around this area of business, we have decided to remove our permissions to provide advice on defined benefit pensions, and therefore we will not be able to provide any advice related to potentially transferring this type of arrangement to a money purchase pension. We are able to provide advice on drawing benefits from defined benefit arrangements as well as other types of pension arrangements and can advise on all other types of pension transfers as appropriate.

This is very much dependent upon your circumstances and requirements. We would expect to hold an initial meeting at our cost with no obligation. We would always make clear any costs that you may face and gain your agreement to these before you are committed.

We are VAT registered and therefore where we provide VATable services we are required to charge VAT. Some services, typically those which involve the establishment of an insurance company product do not require VAT to be charged and therefore where the service is not subject to VAT, we will not include VAT within our costs.