Got a question?

We know that getting financial advice can seem complex – it’s why we try to keep things clear and simple. But there will always be some questions on your mind. Here are our answers to some of the most common ones we get.

    Where are meetings held?

    Generally, meetings are held in your own home. We also have the option of video and office meetings depending on your needs.

    How can I book a meeting?

    However works best for you! You can reach us by phone, email or our contact form throughout the website.

    How long should I allow for an initial meeting?

    Usually between an hour and a half and two hours.

    Are you regulated?

    Yes, as an independent financial planning firm we are regulated by the Financial Conduct Authority. View our entry on the FCA register.

    Do I have to pay for an initial meeting?

    No, the initial discussion will be at no cost to yourself. Until we understand you and your needs, we don’t know what help you’ll need from us, so we don’t feel it’s right to charge you until we have that understanding.

    What do I need for an initial meeting?

    Before your meeting, you’ll be invited to answer a questionnaire via your very own encrypted Little Green Owl web portal. This will cover the core elements and things we’ll need to know to have a meaningful discussion about your needs.

    Do I have to sign up at the first meeting?

    Of course not! That’s not how we do things at Little Green Owl. We appreciate these decisions are complex and taking the leap of faith to entrust your future planning takes time to consider.

    Do you charge VAT?

    Most financial planning work we undertake is not VAT chargeable. In the rare occasion this is not the case we will fully document any likely VAT costs.

    Are you independent?

    Absolutely – in our opinion, it’s the only way that makes sense. We have a truly blank page approach to our clients’ needs. This means we have no pre-set solutions, ensuring a tailored fit to suit your requirements.

    What do you charge for a financial plan?

    No two financial plans are the same and therefore costs depend on your situation. Our client agreement contains further details on how we charge our clients.

Don't just wing your finances

We're here to help. Just get in touch via the contact form to set up a free, no obligation meeting.