Frequently Asked Questions

Meetings are normally held in our St David’s Park office, which you can find full details for on our contact page. If you prefer, we can also visit you at your home or office. Since Covid-19 we have installed a full video conferencing room and we are able to offer Teams or Zoom meetings.

We are based on the first floor, however if you wish to meet on a wheel-chair accessible venue we can meet at St David’s Hotel or provide a home visit.

If you do come to the office, there is a free car park outside the office space.

The first meeting is about chatting over where you are now and where you want to be. If you have details of existing pensions, investments, mortgages and protection policies these can be helpful, but it’s not essential as we can request this information for you.

No, the initial meeting is at our expense. We won’t charge you to simply find out if we can help you. The initial meeting is a chance for us to see if we can add value to your circumstance, and for both of us to get to know each other better.

This all depends on what you are trying to achieve, on average an initial chat lasts between 45 minutes to an 1 hour and a half. Before the meeting we will send over our onboarding pack which includes our client agreement, service brochure and link to our online fact find document. The more information you can provide prior to the meeting will allow our advisers to focus on your objectives.