Generally, all meetings are held in our office. However, we are more than happy to meet at your home if it is more convenient or comfortable for you.

Yes, there is plenty of parking at our office.

No, all initial meetings are at our expense. Initial meetings are more of a relaxed discovery meeting to see if you are the right fit for us and, more importantly, if we are the right fit for you.

Following on from your initial enquiry, we will send you an email detailing the information it would be helpful for you to bring to your initial meeting.

We recommend allowing up to 90 minutes for an initial meeting. However, it can be shorter with a further follow-up discovery meeting.

Yes, we are fully independent and can access the whole of the market when sourcing financial products for you.

Yes. We are currently an appointed representative of Perceptive Planning. Their FCA number is 534666 and you can view their profile on the FCA Register here.

We adopt a team approach at 57 North, which means that rather than being assigned one specific planner, you will have our entire team behind you. That means there will always be someone available to help you who knows your case. However, we will also try to retain as much consistency as possible in who you meet and speak to.

We generally charge a percentage of the funds we manage. However, depending on your needs, we can also charge a fixed fee. All fees will be outlined and agreed with you prior to the completion of any business.

No, we do not receive any commission for the work we do.

No, we don’t charge VAT.