FAQs
What do I need to bring to our first meeting?
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Does it matter if I’ve never invested before?
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Do I need a minimum amount in the bank to speak to an adviser?
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Have I left it too late to speak to an adviser?
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Am I too young to need an adviser?
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How much will it cost to work together?
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I’m too busy – do I have time for all this?
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I’m not sure what I have and my paperwork is a mess - can you still help me?
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Will you judge how I spend my money?
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Is my personal information kept confidential?
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What does the process involve?
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How often will we be in contact once I become a client?
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How do you stay up-to-date with the latest financial regulations?
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What happens if my financial situation changes?
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I already have an accountant, do I also need a financial adviser?
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Tim Vickers
Ithaca Financial Planning Limited
Discover how our tailored advice can help secure your finances today and deliver on your aspirations for tomorrow.
