Where are meetings held?

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.

Do you have parking?

Yes, there is plenty of parking at our office.

Do I have to pay for an initial meeting?

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.

What do I need to bring to an initial meeting?

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.

How long should I allow for an 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.

Are you independent?

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

Are you regulated?

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.

What happens if my Financial Planner is unavailable?

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.

Do you take a percentage or are your fees fixed?

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.

Do you take commission?

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

Do you charge VAT?

No, we don’t charge VAT.

If you have any questions that have not been satisfactorily answered by this website, please do not hesitate to contact us, and we’d be happy to answer them.