FAQs
Where Are Meetings Held?
Wherever possible, meetings will be held face to face at your home, office, or another location of your choice. If you prefer, we can meet over a Zoom video call instead.
Do I Have To Pay for an Initial Meeting?
No, your first meeting is complimentary. It’s about us getting to know each other, and you’re not obligated to proceed any further if you don’t wish to.
Do I Have To Sign Up for Your Services at an Initial Meeting?
No, there’s no obligation to sign up for any services after an initial meeting. Instead, I encourage you to take your time to consider the information provided and make an informed decision that suits your needs.
What Do I Need To Bring to an Initial Meeting?
It’s helpful to bring relevant financial documents, such as bank statements, investment portfolios, and insurance policies. If you don’t have these readily available, don’t worry – we can still have a productive discussion about your financial objectives.
How Long Should I Allow for an Initial Meeting?
An initial meeting typically takes around an hour. This time frame allows me to thoroughly understand your financial situation, discuss your goals, and provide an overview of how I can help.
How Can I Book an Initial Meeting?
You can easily book an initial meeting by contacting me via phone or email.
Are You Independent?
Yes, Red Kite is a fully independent wealth management firm. This means the business isn’t tied to any specific financial products or providers, allowing me to offer impartial advice tailored to your unique needs.
Are You Regulated?
Yes, Red Kite is regulated by the Financial Conduct Authority (FCA), and I’m regulated by the FCA on an individual basis. This ensures that the business adheres to industry standards and operates with the highest level of professionalism and integrity.
How Do You Charge for Advice?
Visit our fees page for full details about our charging structure.
Do You Get Commission?
When I arrange the sale of a protection or insurance contract, I’ll offer the choice of paying by fee or by commission. You’ll be given the full cost of each option before I proceed with any work.
Do You Charge Vat?
Our advisory services are generally exempt from VAT. Some additional services or products may be subject to VAT, but any applicable charges will be clearly communicated to you during the consultation process.
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