FAQ's

See below for answers to our frequently answered questions. Our team are happy to discuss any further questions you may have, so please do get in touch.

FAQ's

See below for answers to our frequently answered questions. Our team are happy to discuss any further questions you may have, so please do get in touch.

Do you advise on products and services from just one provider?

No, we are truly independent and can recommend products from across the Financial Services Industry.

Do you offer face-to-face meetings or is everything done online?

We believe in providing a personal service and our preference is always to meet face to face where possible and this is the best option for you. You can either visit us in our new offices on the outskirts of Exeter or we can meet you at your home or business premises.

Do I have to pay anything for an intial meeting?

No, we offer a free initial consultation where we establish your needs and objectives and whether we can help you achieve these goals.

How do I pay for your services after the initial meeting?

We give you the option to either pay us a fixed fee, or an hourly rate. If we feel it is appropriate to recommend a product to you, the fees can be deducted from the investment and paid to us by the provider. Fees for ongoing advice operate in the same way.

How much are your fees?

This depends on the work we agree to undertake on your behalf. During the course of the initial consultation, we will give you details of our standard charges and aim to give you an indication of what the cost will be. Additionally, we will follow-up with this information shortly after the meeting.

We will not undertake any chargeable work unless we have your agreement.

Contact us for your free, no obligation consultation today

Don't Just Take Our Word For It...

James was very prompt on any queries and advice – thank you

Mr & Mrs M Pension Client

A very helpful and knowledgeable adviser

Mr RPension Client

We found our dealings with George York very professional and also with the office

Mr & Mrs CInvestment Client

I enjoyed the services of Aquila for over twenty years and formed a close relationship with my advisor. Since his retirement, I have been helped by a younger member of the team who has been providing outstanding service

Mr EWealth Management Client

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01392 411159
[email protected]

The Summit
Woodwater Park
Pynes Hill
Exeter
Devon
EX2 5WS

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Aquila Financial Management Ltd is registered in England and Wales No. 04198807. Registered Office: Aquila Financial Management Ltd, The Summit, Woodwater Park, Pynes Hill, Exeter, Devon, EX2 5WS. © Aquila Financial Management Ltd 2024

Aquila Financial Management Ltd is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No 161585

The Financial Conduct Authority does not regulate taxation and trust advice, offshore investments, National Savings or deposit accounts.

The content of this website is for information purposes only and does not constitute financial advice or a recommendation to a suitable product or service. You should seek advice before embarking on any course of action.