It’s natural to have some questions about how things work. We’ve answered some common queries below.
Where can we meet?
Due to the current COVID-19 restrictions our meetings are held via Zoom but we can also access Microsoft Teams. Subject to changing ongoing local restrictions we are happy to hold meetings face to face at your home or office for your convenience.
Do I have to pay for an initial meeting?
No, we are happy to provide the first meeting at our expense. It is simply a chance for us to get to know each other better and for us to see if we can help you and for you to learn about the services and value we provide.
What do I need to bring to an initial meeting?
Just yourself and your thoughts. Any information or details you have on existing pensions, investments and protection plans is helpful but not essential.
How long should I allow for an initial meeting?
We would expect the initial meeting to last no longer than 30 minutes but sometimes this can run over.
Do I have to sign up to your services at the initial meeting?
While it’s great to get the ball rolling there is no obligation to sign up for our services at our initial meeting. It’s more important to us that you are happy and comfortable to proceed than rush things.
Are you regulated?
We are fully regulated by the Central Bank of Ireland and additionally Francis is licensed by the globally recognised Financial Planning Standards Board.
Where are your clients based?
We serve countrywide and have clients in all areas of Ireland.
Is there a way to make this straightforward and simple?
Yes. We will simplify your issues for you and deliver our advice in a straightforward, jargon-free manner.
What does the process involve, and will it take a lot of time?
Learn more about the typical client journey, including our six simple step process and what you can expect at each step.
Shouldn’t I be able to look after my financial arrangements myself?
Yes and no. If you had time to educate yourself on your finances, find out all about how everything works and then keep yourself up to date with constant changes in markets, the economy, ongoing legislation and product changes and then actually take the time out of your life to sit down and go through all of your own finances – then the answer is yes! If like most people, this is not possible because you’re busy getting on with the other parts of your life, then I would recommend seeking some help. Our role is to take it all off your ‘to-do’ list and make it done.
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