Frequently Asked Questions

We know financial decisions can feel overwhelming — especially when you’re not sure what to expect.

That’s why we’ve answered some of the most common questions below.

Whether you're curious about how our service works, what it costs, or how we handle your information, this section is here to give you clarity and peace of mind.

If you can’t find what you’re looking for, just get in touch — we’re happy to help.

How much does your service cost?

Our services are free to the end user. We receive a commission from our trusted partners when a referral is made — but you won’t be charged.Our services are free to the end user. We receive a commission from our trusted partners when a referral is made — but you won’t be charged.
What’s included in the financial audit?

It’s a free, confidential review of your current financial position. We’ll help you identify what’s in place, what’s missing, and what you may want to consider.
Can I choose who I work with?

Yes — we make recommendations, but you always have the final say. You’re never locked into anything.
What is a Power of Attorney, and why do I need one?

A Power of Attorney gives someone you trust the legal authority to act on your behalf if you’re unable to. We can arrange this service for you from start to finish.
Are your partners regulated?

Yes — we only work with trusted providers who are fully qualified and regulated in their field.
Do you offer in-person or online consultations?

At this stage, we operate remotely but with a highly personal, human approach — phone, email, and video calls.
Is my information confidential?

Absolutely. Your privacy is important to us. All enquiries are treated with complete confidentiality.