FAQs

Whether you’re taking financial advice for the first time or choosing a new adviser, you’re bound to have some questions.

We hope we have answered many of them below. If you do have any other queries, please feel free to get in touch.

We conduct meetings either face to face or online using Skype video call technology; it’s a unique part of our service that means we can work around your preferences. Whether you’d prefer to come to our office for face-to-face meetings (and a cuppa, of course), or arrange Skype video meetings around your personal schedule, we’re happy to cater to you.

Life is busy; finding time for financial advice can be tricky. Our remote service is a unique element of our proposition. We conduct our remote service via Skype video call technology. You’ll receive our personable, bespoke service no matter the communication method you choose!

Not at all. Our initial meeting is simply a chance for us to get to know each other. We’ll ask some questions about your financial situation and goals, then establish if we can help you. You’re free to ask as many questions as you’d like and get a full feel for the service we provide. So, no charges necessary!

Yes. Acquire is a trading style of Lifeplan Financial Management Limited, our parent company. Lifeplan is regulated by the Financial Conduct Authority, and you can find our entry on the FCA register by clicking here.

We advise on pensions, investments, protection and mortgages. You can learn more about the services we provide here.

Gary Barnes and Kate Boon are our Financial Advisers.

Our Financial Advisers are never away at the same time; you will always have access to an expert. Additionally, Abigail, our Administrator, is fully trained to answer most questions, and we will come back to you as soon as possible should you have any questions that a Financial Adviser needs to answer.

We do not.

We do not.

Get in touch

If you’ve got questions or would like to book a no-obligation initial meeting, leave a message below and we’ll be in touch.


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