Davies Keig investment Consultants is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority.
We would be very happy to arrange a home visit. Alternatively we can arrange the meeting online, using a platform of your choice, or you can come to our office.
No you are not. Our Financial Planning and review service is designed to be flexible and you can leave at any time without penalty. We really hope we can demonstrate the ongoing value of having our service so that you will not want to leave.
No, the initial meeting is free of charge. It allows you to gain sufficient information about our services to establish whether you would like to work with us. It also helps us to confirm that we can provide the advice you require.
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