Frequently Asked Questions

We can answer all of your questions over the phone or by e-mail, you can find our details on the Contact Us Page. We have put some of the most frequent Enquiries here:

Q: Are you regulated by the Financial Services Authority (FSA)?
A: We are not regulated because we don't need to be, our intention isn't to sell you a regulated product, it is to highlight your financial situation and to give you the confidence to make Financial decisions for yourself.

Q: What is your policy on Data Protection and Privacy?
A: We take Client Privacy very seriously, we only hold information about you that is vital to the provision of our services, all the information that we do hold is stored securely. We are registered with the Information Commissioner's Office under the Data Protection Act, our registration number is Z1659659.