FAQs

We’ll meet you in your home, workplace or at a venue to suit you.

No, we cover the cost of the first initial meeting.

Please bring with you any financial information/papers you have, plus a passport and driving licence if applicable.

We recommend that you schedule an hour.

Absolutely not, you do not have to make any commitment at the initial meeting (and don’t let anyone else tell you otherwise).

Please call our offices on: 0113 2687928 or email advicemattersuk@gmail.com or use the contact us form below.

Yes, we’re completely independent financial planners. This means that we are not tied to, or incentivised by, any product providers.

Yes, we are regulated by the Financial Conduct Authority (FCA) under reference 779172. You can find us on the FCA register by clicking here

Our office would still be open and your first point of call. We will always have a locum firm available for any urgent needs.

Depending on your requirements we will meet you annually or every six months, whatever suits you.

Yes, we are available at any time for phone calls and additional meetings as part of the service.

Financial planning is about focusing on your aims and objectives in your life and how you can use your wealth now and in the future, to achieve these.

This is a method of plotting your finances and working out what you need to do to achieve your lifestyle and goals. It can also look at the "what-ifs" in life and how they will affect your finances.