FAQs
Got a question about how we work, our pricing 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. Scroll down to see our FAQs.
Where are meetings held?
We offer flexibility and can organise to meet 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?
You have several options. You can email, phone us, complete a contact form, or drop by our office. Full details can be found on our contact us page.
Do I need to bring my partner to the initial meeting?
We would encourage you to do so, but it is not essential for the first meeting.
How much do you charge for your financial planning service?
Our financial planning service starts from £3,995 and the cost depends on the complexity of your financial situation. You can visit this page to see how our pricing works.
Still Got a Question?
If we haven’t answered your question here or on our service pages, feel free to get in touch to ask us directly.
Transform Financial Planning (FP) is a trading style of Bridge Investments Partners Ltd. Bridge Investments Partners Ltd is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register https://register.fca.org.uk/ under reference no. 608975.
Registered in Scotland. Company Number: SC456760. Registered Address: 19 Monktonhall Place, Musselburgh, Scotland, EH21 6RR.
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Regulations, levels and bases of taxation are subject to change. The value of your investment can go down as well as up and you may not get back the full amount you invested.
The Financial Conduct Authority does not regulate Inheritance Tax Planning, Business Planning, Will Writing, Taxation and Trust Advice. The firm is not responsible for the content of external links. The content is aimed at UK residents or residents of MiFID countries. See our Website Terms of Use.
Making a Complaint
If you wish to register a complaint, please email hello@transformfp.com or write to us at Transform FP, Compliance Officer, 129-131 Comely Bank Road, Edinburgh, EH4 1BH UK, or telephone us on 0131 315 222.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.
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