Dexterity is a trading name of Stephen Walters Financial Planning Limited (SC360356)

Authorised and regulated by the Financial Conduct Authority (503299)

View our privacy notice here.

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Projects are as various as our clients, so Dexterity offers five kinds of consultation:

 

a.      Initial

Free of charge; lasting as long as you need, to gauge if we'll suit you.  If any further work be valid and timely, and you invite Dexterity to quote, then before the end of the meeting Stephen will give you a price, and confirm it with a written offer of engagement.

b.      Information-only

Where you seek neither advice nor personal recommendations nor transactions. The FCA does not regulate work of this kind.  It is liable to VAT.

c.      Focused advice and transaction

Where you limit our service to a personal recommendation for part of your financial planning.  Although the FCA regulates this kind of work - and you would have access to the Ombudsman service were we to give cause for complaint - the FCA would hold you accountable for deciding the level of service you want.  This work might be liable to VAT.

d.      Simplified advice and transaction

Where Dexterity limits its service to a personal recommendation for part of your financial planning. The FCA regulates this kind of work, and you would 

have access to the Ombudsman service were we to give cause for complaint. This work might be liable to VAT.

e.      Full advice and transaction

Where Dexterity considers the entire range of your needs; including protection and taxation as well as investment.  The FCA regulates this kind of work, and you would have access to the Ombudsman service were we to give cause for complaint.  This level of work - and ongoing service - is exempt VAT.