FAQ’s

Whose products do you offer?

In advising you about your financial planning, it may be the case that you do not need to take out any policy, pension or investment. If you do, we are not tied to any providers but as part of Mole Valley Asset Management we have access to a range of investment solutions designed to deliver risk-adjusted returns.

What will I have to pay for your services?

Leabourne is a fee-based, financial adviser. We publish a fee schedule that will give you an idea of the range of likely costs. The exact cost within this range will be based on the amount of time the work is likely to take and an hourly rate dependent on the complexity of the work. The complicated VAT laws around paying for financial advice will also have a bearing on how much we charge.

You will always know and have agreed to the exact cost of any work we do for you, before we begin that work.

Who regulates you?

Leabourne Financial Advice is a wholly owned subsidiary and trading name of Mole Valley Asset Management, who are authorised and regulated by the Financial Conduct Authority, FCA Register number 613008. The FCA contact details are 25 The North Colonnade, Canary Wharf, London, E14 5HS. The FCA Register can be accessed online at https://register.fca.org.uk.

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How long will the advice process typically take?

Generally, the process can take anywhere from one to three months dependent on the exact nature of the work you would like me to undertake for you. Pieces of work that involve cashflow projections and modeling usually take the longest time. The time can also be influenced by how long I have to wait for responses from investment and pension providers. They can take anywhere from 2 to 6 weeks to respond to queries and send information requested.

Who will look after your investment?

We offer a number of different investment solutions dependent on your circumstances. We have an in-house investment team and a range of solutions designed for different risk appetites or it could be we recommend a multi-asset fund; or a combination of both.

Whatever the solution, it will be tailored to your unique circumstances to ensure your portfolio is designed to match your needs and objectives.

In order to find out how I can help you please call me to book a meeting on 01992 310292

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