Where are meetings held?
Typically, at our office, but if you prefer, at your home. We can also hold meetings virtually via Microsoft Teams.
Do you have parking?
Yes. Parking is available to the general public directly outside our office.
Do I have to pay for an initial meeting?
No. Your first meeting is on us.
How long should I allow for an initial meeting?
It takes about 1 hour.
Do I have to sign up to your services at an initial meeting?
No. The initial meeting is to establish if we’d be a good fit for each other.
How can I book an initial meeting?
Email us at info@philpottfinancial.com or call our office on 01484 767787.
Are you independent?
Yes – proud to be!
Are you regulated?
Can you advise on final salary or defined benefit transfers?
No. We work with a specialist firm that can advise on these instead. If you choose to transfer out of a final salary or defined benefit scheme, we can look after your finances at that point.
Can you advise on mortgages?
No. We work with a local firm that we trust and have worked with for years and can recommend them to you instead.
What do you charge for a financial plan? Do you take a percentage or are your fees fixed?
For full details, visit our fees page.
Do you get commission?
No. We’re paid by clients, usually through the investment products they hold with us.
Do you charge VAT?
No. VAT isn’t applicable.
How do you protect my data?
We have robust systems in place to manage your personal information. Our internal systems are covered by the latest technology security systems, including end-to-end encryption and multifactor authentication. To give you further peace of mind, we carry out an annual verification process under the UK government’s Cyber Essentials scheme to make sure our systems and data protection procedures are as strong as they can be.
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