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.

I'm a title. Click here to add your own text and edit me.

The first consultation is free if it takes place at Dexterity's office, or online via Skype or Zoom.  Preferring not to limit the meeting's duration, I invite clients to expect a one-hour conversation. Sometimes it's longer.

 

If we agree there's work to be done, I'll quote you a price: either at an hourly rate, or for the complete project; whichever you prefer. If you aren't sure which option would be of better value to youwe'll confer until you are. 

 

After the meeting, Dexterity will put in writing its offer of engagement.  If you accept, then the fee-clock will start.

 

If you and I perceive an ongoing service would be useful, we'll confer about what it should cover, and agree a value.

VAT deserves explanation, because five financial services are exempt:

  1. A full financial review

  2. Where you express an intention either to buy a financial product, or sell one

  3. Life insurance

  4. Where intermediation far-outweighs advice

  5. Ongoing service carried out in line with an agreement