Frequently Asked Questions
Where are the meetings held?
We can hold our meetings either at your home, in your office, or in our office in Hassocks. Equally, we can arrange a meeting online or on the telephone.
Do I have to pay for an initial meeting?
No, the initial consultation is carried out at our expense.
What do I need to bring to the initial meeting?
You are not required to bring any paperwork to our initial meeting. You are of course welcome to do so if you would like to but this will be looked at later in the process.
How long should I allow for the initial meeting?
You should allow around one and a half hours for the initial meeting, this will give us the opportunity to understand your goals and aspirations and answer any questions that you may have.
Do I have to sign up to your services at the initial meeting?
Certainly not, the initial meeting is our chance to get to know each other and check that we are the right fit. If I feel that I
cannot add any value to your current situation I will let you know. There is no obligation to continue beyond this stage.
Are you Independent?
We are proud to be fully independent, with no affiliations to third parties. This means that we are able to recommend products from the entire market rather than being limited to a single provider.
Are you Regulated?
​Yes, Giles Turner Financial Planning Ltd is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority. This means that we must abide by the professional ethics and standards set out by our regulatory body.
How do I get in touch?
There are a number of was in which you can make contact to arrange an appointment. You can call on 07502 360517
or you can email Giles directly. Alternatively, you can complete the Contact Us directly through the website.