FAQs
Yes, we are happy to provide an example of a financial plan so you can see how this works and the real benefits this can provide.
We are always happy to work alongside your other advisers, such as a mortgage adviser, accountant or solicitor.
Yes, we happily work alongside your accountant or solicitor. In fact, we strongly believe a good financial plan goes hand in hand with a good legal and tax plan.
The initial meeting is at our expense and there is no cost to you. It provides a great opportunity for us to find out more about you and what you are looking to achieve. It also gives you a chance to find out more about us and how we work.
No. Our initial meeting is very much a discussion, and there is no obligation to sign up to our services if you feel this is not right for you.
Yes, we include cashflow forecasting and planning as part of our service. We believe that cashflow planning is essential to great financial advice and include it as a standard part of our service.
Yes, we provide an online portal for our clients to be able to securely view their investments.
Please get in touch with us so that we can book a convenient time to meet. You can contact us online, call us on 01827 247017, or by email at enquiries@whitestonefp.com.
Our initial meeting typically lasts around two hours. This gives us plenty of time to discuss your key priorities and for you to find out more about how we can help you achieve these.
Your financial adviser will stay in regular contact with you throughout the year. We have our annual review meeting, regular monthly newsletters, important updates for major events such as the Budget, and our half-yearly catch-up calls all included as part of our ongoing service.
We have an annual review at least once a year with our clients who receive an ongoing service on their investments. This is included as part of our ongoing service and gives us a vital opportunity to review your financial plan, make sure this is still on track and make any changes as needed.
The most important thing to bring is an open mindset to discuss your financial world and what is important to you. It is also useful if you have an overview of your current financial position but don’t worry about getting every small detail at this stage as we can easily get this later. If you have any specific plan or policy you want to discuss, then please bring along a recent statement.
We understand that your circumstances will change over time, both in planned and unpredictable ways. For this reason, we know it is important to be able to adapt your financial plan and our advice to suit your changing circumstances.
We all need a break at times, but this shouldn’t impact the advice or ongoing service you receive. We ensure a qualified financial adviser is in place to cover any holiday periods, so there is always someone available who can help.
Our first meeting will focus on you, your key priorities and give you time to find out more about how we can help you achieve your goals. We ask lots of questions but don’t worry, its nothing too taxing, and more about working with you to find out what is truly important to you and how we can help you achieve this.
You will be able to view your investments online either via our portal or directly via the investment provider’s website.
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