FAQS

FAQS

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Find answers to some of the questions asked most frequently by our clients

How much does advice cost?

We offer a free no-obligation initial consultation, which will allow us to identify your financial planning needs and to determine what services are most suitable for you.

On this meeting, we will provide you with and discuss our Terms of Business brochure. This document clearly details our fees for all areas of advice we provide. We understand individuals’ have different needs and objectives and after our consultation we will be able to confirm our fees. At no point will any chargeable work be undertaken until you are made aware of any associated fees. We are always happy to answer any questions about how and when our fees are payable, however we may not be able to confirm the exact fee until we have completed an initial consultation.

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Can I bring family members to a meeting?

Yes, of course. We welcome the opportunity for you to invite family or a third-party representative to come along to our meetings if you would like the presence of a familiar face. We endeavour to support you, so please make us aware of any additional requirements or provision you require prior to our meeting.

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How can we meet?

We can meet face to face at our offices in Bexley. Our address is Unit 34 The Hop Store, Old Bexley Business Park, 19 Bourne Road, Bexley, Kent, DA5 1LR.

We can also facilitate home meetings if required, or video and phone calls if this is more convenient for you

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What advice services do you offer?

We provide a range of advice services, including mortgages & protection, investments, financial planning, retirement planning, and estate planning. If you wish to discuss your enquiry further, please feel free to call the team on 01322 958222.

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Is Sidney Curtis Financial a regulated firm?

Yes, Sidney Curtis Financial Limited is an appointed representative of Quilter Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority (FCA) and is registered on the FCA register with Firm Reference Number 440703. Sidney Curtis Financial Limited is also registered on the FCA Register with Firm Reference Number 1052400.

BOOK A MEETING
How much does advice cost?

We offer a free no-obligation initial consultation, which will allow us to identify your financial planning needs and to determine what services are most suitable for you.

On this meeting, we will provide you with and discuss our Terms of Business brochure. This document clearly details our fees for all areas of advice we provide. We understand individuals’ have different needs and objectives and after our consultation we will be able to confirm our fees. At no point will any chargeable work be undertaken until you are made aware of any associated fees. We are always happy to answer any questions about how and when our fees are payable, however we may not be able to confirm the exact fee until we have completed an initial consultation.

BOOK A MEETING
Can I bring family members to a meeting?

Yes, of course. We welcome the opportunity for you to invite family or a third-party representative to come along to our meetings if you would like the presence of a familiar face. We endeavour to support you, so please make us aware of any additional requirements or provision you require prior to our meeting.

BOOK A MEETING
How can we meet?

We can meet face to face at our offices in Bexley. Our address is Unit 34 The Hop Store, Old Bexley Business Park, 19 Bourne Road, Bexley, Kent, DA5 1LR.

We can also facilitate home meetings if required, or video and phone calls if this is more convenient for you

BOOK A MEETING
What advice services do you offer?

We provide a range of advice services, including mortgages & protection, investments, financial planning, retirement planning, and estate planning. If you wish to discuss your enquiry further, please feel free to call the team on 01322 958222.

BOOK A MEETING
Is Sidney Curtis Financial a regulated firm?

Yes, Sidney Curtis Financial Limited is an appointed representative of Quilter Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority (FCA) and is registered on the FCA register with Firm Reference Number 440703. Sidney Curtis Financial Limited is also registered on the FCA Register with Firm Reference Number 1052400.

BOOK A MEETING

Our
Main Skills

  • Financial Planning

    Professional financial planning is the process which aims to help you realise...

  • Savings & Investments

    Often, people save for a specific reason and it's usually the safest way to...

  • Pensions

    When you retire you still need food and shelter as an absolute minimum, but of...

  • Wealth Management

    Wealth, just like your health, must be carefully preserved. Your assets need to...

  • Taxation

    Most of us face being taxed on our income, our capital gains, and in some...

  • Protection

    There are events we can all face that have the potential to disrupt lives,...

  • Business Protection

    Every business needs to protect itself. For most businesses the most valuable...

  • Mortgages

    Mortgages are loans which are intended to help buyers purchase residential...

  • Life Stages

    During this stage, individuals are starting to earn amounts of money that they...

  • Book a Free Initial Consultation

    Speak with a qualified financial adviser to discuss your circumstances and explore your options. This initial meeting is free and without obligation.

    Contact Us