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FAQs
Tell me more
Where are meetings held?
Your discovery meeting typically takes place online via video call. When the time comes to meet in person, our meeting rooms are at:
One Dysart Street, Moorgate, London, EC2A 2BX1
and
One Change Alley, Bank, London, EC3V 3ND
Visit our Contact page for full location details.
How much does it cost to engage with you?
We offer a 20-minute telephone consultation free of charge to help you determine whether the discovery process is right for you. We’ll talk you through the process and costs on the call and help you understand whether we’re right for you. Visit the “Your journey” page to learn more.
You can click here to download our terms of business and costs document.
What do I need to bring to an initial meeting?
When you book your discovery meeting, we’ll send you a questionnaire to help you prepare and send us everything we need in advance of the meeting. You’ll need to bring some photo ID on the day, but having prepared in advance means we can focus fully on you and your plans rather than worrying about detail-gathering.
How long should I allow for an initial meeting?
The discovery meeting usually lasts between 90 minutes and two hours.
How can I book an initial meeting?
Please call us on 020 3882 4569, email info@deep-dive.co.uk, or visit our contact page to send an enquiry.
Are you independent?
Yes.
Are you regulated?
Deep Dive Financial Planning offers independent financial advice and planning and is regulated by the FCA under FCA register number 991603. We are a member of a network of over 400 financial advisers, known as 2plan. This gives us access to advanced financial planning tools, research and compliance as well as the ability to negotiate preferential product terms with providers as a collective.
This membership makes us an “appointed representative” of the network although we only ever act on behalf of our clients and have a fiduciary duty to you. We review our choice of network on an annual basis to ensure that they continue to offer the support we need to provide the service our clients expect from us.
Can you advise on final salary/defined benefit transfers?
Deep Dive Financial Planning will not give advice on transferring such benefits. We may be able to assist by introducing a specialist adviser where appropriate.
Do you receive commission?
We never receive a commission payment for investment or pension advice, in fact this has not been allowed under legislation since 2013. Our choice of financial product providers is therefore always driven by a careful analysis of your family’s unique needs and preferences.
When it comes to insurance, you may choose to include commission, which makes your premiums higher but removes the need for you to pay an application fee to us for arranging the policy. We will provide quotes with and without commission to assist you with your decision.
Do you charge vat?
The majority of the work we do is VAT exempt.
Mike and Eve
Clients since 2010
Working with Deep Dive, reliable is the word that comes to mind.
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Nicholas
Client since 2013
He's been the adviser for my grandfather, then my parents and me and my brothers as well, so, it's been a long time.
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Jamie Kyte, Chartered Financial Planner
Pete’s used to doing this and creating plans for people so that they know how to reduce their inheritance tax, but also ensure that they’ve got enough money no matter what.
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Andrew and Fiona
Clients since 2013
Peter's always very helpful and up to date. He’s very easy to get hold of. He’s always available on the telephone always on email.
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Jacqueline Berry, My Care Consultant
It is so important, as a duty of care, to speak to an appropriate financial adviser.
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Tom
Client since 2013
I've come to him with a lot of questions that I wasn't necessarily expecting him to have answers to, and he's always delivered.
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