FAQs
Got a question about how we work or what you can expect? We’ve got some answers! And if you don’t see your query below, feel free to get in touch to ask us directly.
Where are meetings held?
In our office, over Zoom or occasionally at a client’s home.
Do you have parking?
There’s free parking for two hours at a nearby supermarket, or there is on-street pay and display parking on several streets around the office.
Do I have to pay for an initial meeting?
No, the initial meeting is at our expense. This first meeting is purely for us to see whether we’d like to work together, and for you to get a sense of how we do things.
What do I need to bring to an initial meeting?
Your ID (passport or driving license is fine) and any paperwork that you feel is relevant to what you would like to discuss. Statements relating to your current pensions/investments are always helpful.
How long should I allow for an initial meeting?
Approximately one hour.
Do I have to sign up to your services at an initial meeting?
No, the initial meeting is held with no obligation. It’s simply a chance for us to see if we could be a good fit.
How can I book an initial meeting?
Please email or call the office and we will send a calendar link for you to book in.
Transform Financial Planning is a trading style of Bridge Investments Partners Ltd. Bridge Investments Partners Ltd is authorised and regulated by the Financial Conduct Authority no. 608975.
Registered in Scotland. Company number: SC456760. Registered address: 19 Monktonhall Place, Musselburgh, Scotland, EH21 6RR.
For your information decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change. The firm is not responsible for the content of external links. The content is aimed at UK residents or residents of MiFID countries.
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