FAQs
What is financial planning?
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Do I need a financial plan?
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What can a financial planner/adviser do for me?
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When should I see a Financial Planner/Adviser?
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Can I do it myself?
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What’s the difference between a Financial Adviser, Wealth Manager and Financial planner?
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Do I need a Chartered Planner/Adviser?
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What’s the difference between an Independent and a Restricted Adviser?
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What is the relationship between Fernbank Wealth and SJP?
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Do you provide any webinars on financial planning?
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What are Fernbank Wealth’s planning principles?
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What is your planning process?
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What is Cashflow modelling?
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What is your Investment Philosophy?
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What are your charges?
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Do I have to pay for the initial meeting?
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What will happen at my first financial planning meeting?
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Why should I choose Fernbank Wealth?
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Are you regulated?
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How is my money protected?
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Has St. James's Place won any awards?
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What sort of clients do you work with?
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Do I need to have a certain amount of money or assets to get your advice?
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I have an Adviser already but I’m not happy. Can you still help me?
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What information do you need from me?
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Do we have to meet in person?
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What do your clients think of you?
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How often do you see your clients?
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I have multiple pensions, can you help?
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Will I have enough money for the rest of my life?
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When can I get my pension money?
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Do I pay tax on my pension income?
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Can I take all of my pension in one go?
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I’m interested, what next?
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