FAQs
Either at your home or at our office.
Yes, ample parking is available at our office.
No, the initial meeting is on us.
For the initial meeting, it would be useful to have the following information to hand:
- Assets and liabilities
- Monthly expenditure
- Family and dependants
- Employment and income
- Your personal and contact details
- Your goals, priorities, and attitude to risk
- Any protection, pensions or investments you currently hold
The initial meeting usually lasts an hour, although there is no time limit.
There is no obligation to sign up to our services.
We tend to start with an introductory conversation over the telephone with one of our advisers, which can be arranged by either contacting us on 01934 875 919 or using the following booking link:
https://outlook.office.com/book/JEdwardSellars@jesellars.co.uk/s/e-nVfZUor0CW2cpcv9GbMQ2
Following the initial chat, we can then look to arrange a further meeting at a time convenient to you.
Yes, we are not tied to any product provider.
Yes, we are regulated by the FCA. Our firm reference number is 116320. You can check on their website through the following link:
We have chosen not to advise on final salary and defined benefit transfers.
Either one of our other advisers or our administration team will be more than happy to help.
