Where are meetings held?
Meetings can be held in a format to suit you and your needs: either face-to-face in one of our offices or in your home. We also offer video meetings via Zoom where appropriate and telephone meetings.
Do you have parking?
Visitor parking is available at our Cambridge and Chelmsford offices.
Unfortunately, there isn’t any at our Bury St Edmunds office, though there is a range of pay and display parking options in the town centre.
Do I have to pay for an initial meeting?
Initial meetings are held at our cost, meaning there is nothing for you to pay.
What do I need to bring to an initial meeting?
It’s helpful if you bring the following to your initial meeting:
- Original photo ID documents if you have them (a passport or driver’s licence is perfect)
- Proof of your address (a driver’s licence, utility bill etc)
- Copies of the latest statements or documents relating to any pre-existing investments you may hold
How long should I allow for an initial meeting?
An initial meeting typically lasts between 1.5 and 2 hours.
Do I have to sign up to your services at an initial meeting?
No, there’s no obligation to enter into an agreement with us.
How can I book an initial meeting?
Drop us an email at financial@gibbsdenley.co.uk or call us at any of our offices and we will get in touch with you to discuss your needs and arrange a meeting.
Are you independent?
Yes, we’re Independent Financial Advisers. This means we can access the whole of the market to find the best solutions for your needs.
Are you regulated?
Yes, we’re regulated by the Financial Conduct Authority. You can see more details our entry on the FCA Register: https://register.fca.org.uk
What happens if my Financial Planner is away on holiday?
We have a team of 8 Financial Planners. If your regular planner is away, there will always be someone else who can help with urgent enquiries.
What do you charge for a financial plan?
A Financial Review, Analysis & Report can cost up to £5,000, depending on the size and complexity of the case. Your planner will confirm any fees before beginning the process. We waive this fee if you choose to move ahead to Plan Arrangement and Implementation.
Do you take a percentage or are your fees fixed?
We charge a Plan Arrangement and Implementation Fee on a percentage basis. This is calculated on a tiered basis that ensures you always pay a fair price.
Our Ongoing service fees are charged as a percentage of the total amount of money investment per year, and also depend in part on what service options you choose.
Full details of our fees are available in Your Guide to Our Services.
Contact us
To arrange a free initial consultation, contact our team today.
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