Where will we meet?

Meetings can be face to face, over the telephone or via video. Video meetings are a great way to control our environmental impact and are used frequently, but we generally like to meet new clients in person.

In-person meetings can be held at our central Edinburgh office, at your home, or a mutually convenient location.

Do you have any exit fees or lock-in periods?

No, and we never will. We are confident that you will value the relationship and service, but it is important that you always retain the right to cancel.

What do I need to bring to an initial meeting?

For a coffee chat, nothing at all.

For a Discovery meeting, we will send you a list of useful documents in advance. Most meetings will have a set agenda sent to you in advance.

Are you independent?

Yes, we are an independent firm - we are not tied to any one provider or financial institution, giving us freedom to recommend the best option for our clients across the whole financial marketplace. Any recommendation has been thoroughly researched in advance to ensure suitability.

Who owns Purpose Financial Planning?

Andy Reynolds does, 100%. There are no external shareholders.

I already have an adviser, but I would like a second opinion. Can you provide this service without obligation?

Yes, please contact us to enquire.