Here’s a selection of questions and answers that we hope will help you to get to know us, our processes and services better. If you do have any further questions, please get in touch. We’d be happy to help.
An initial meeting is free of charge.
Nothing. In order to make the initial meeting as constructive as possible, we prefer to obtain the relevant information we require prior to the meeting.
At least one hour, depending on the level of planning involved.
You can call, email or fill out a contact form and a member of the team will be in touch. All details can be found on our contact page.Contact us
You are welcome to visit our Derby office for meetings, or we can come to you in the comfort of your home. We’re happy to work to your preferences.
We have plenty of parking at our office.
We are and will always be completely independent. Being independent means that we are free to focus on working with you without any restrictions or incentives from anyone else. If you need any sort of financial product, we look at all options in the whole market place and recommend the most suitable for you.
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA). You can find our entry on the FCA register using the button below.FCA Register
As part of our service, we will attempt to introduce you to the entire Chambers Smith team over a period of time. Therefore, if your Financial Planner is on annual leave, you can liaise with another member of the team.
We are happy to agree on a percentage, fixed fee or hourly rate. It’s entirely up to you and your preferences.
We generally do not get paid commission, however, some protection products may pay commission, which can be offset against our fees.
By no means. We suggest that you give yourself time to consider our proposition before you commit to instructing us.