{"id":14,"date":"2026-08-06T21:32:28","date_gmt":"2026-08-06T21:32:28","guid":{"rendered":"https:\/\/demos.canvaswp.com\/finance\/faqs\/"},"modified":"2026-08-31T22:57:47","modified_gmt":"2026-08-31T22:57:47","slug":"faqs","status":"publish","type":"page","link":"https:\/\/demos.canvaswp.com\/finance\/faqs\/","title":{"rendered":"FAQs"},"content":{"rendered":"
Help<\/h5>

Everything in one place.<\/h3><\/div>

Working with us<\/h3>
\n\t
\n\t\t
\n\t\t\t\t\t\t
<\/i><\/i><\/div>\t\t\t\t\t\t
\n\t\t\t\tHow do we start?\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
\n\t\t\tWith a short introductory call at no charge. If it is clear we can help, we send a written scope and a fixed fee before any work begins.\t\t<\/div>\n\t<\/div>\n<\/div>\n
\n\t
\n\t\t
\n\t\t\t\t\t\t
<\/i><\/i><\/div>\t\t\t\t\t\t
\n\t\t\t\tWho will I actually deal with?\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
\n\t\t\tA named lead adviser, with a named second who also knows your file. Specialists join for particular questions rather than taking the relationship over.\t\t<\/div>\n\t<\/div>\n<\/div>\n
\n\t
\n\t\t
\n\t\t\t\t\t\t
<\/i><\/i><\/div>\t\t\t\t\t\t
\n\t\t\t\tDo you work remotely?\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
\n\t\t\tYes, and in person when it helps. Reviews work well over video; a first meeting and an annual review are often better face to face.\t\t<\/div>\n\t<\/div>\n<\/div>\n<\/div>

Fees and independence<\/h3>
\n\t
\n\t\t
\n\t\t\t\t\t\t
<\/i><\/i><\/div>\t\t\t\t\t\t
\n\t\t\t\tHow are you paid?\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
\n\t\t\tBy our clients, through the agreed fee, and by nobody else. We receive no commission and sell no products of our own.\t\t<\/div>\n\t<\/div>\n<\/div>\n
\n\t
\n\t\t
\n\t\t\t\t\t\t
<\/i><\/i><\/div>\t\t\t\t\t\t
\n\t\t\t\tAre fees negotiable?\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
\n\t\t\tThe published plans cover most situations. Where a scope is genuinely different we quote for it, in advance and in writing.\t\t<\/div>\n\t<\/div>\n<\/div>\n
\n\t
\n\t\t
\n\t\t\t\t\t\t
<\/i><\/i><\/div>\t\t\t\t\t\t
\n\t\t\t\tWhat happens if I want to leave?\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
\n\t\t\tYou give a month’s notice and keep everything produced for you, including the models. There is no exit charge.\t\t<\/div>\n\t<\/div>\n<\/div>\n<\/div>

Advice and risk<\/h3>
\n\t
\n\t\t
\n\t\t\t\t\t\t
<\/i><\/i><\/div>\t\t\t\t\t\t
\n\t\t\t\tCan you guarantee a return?\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
\n\t\t\tNo, and nobody honestly can. What we can do is show you a range of historical outcomes for a portfolio of a given shape, and be clear about what would have to happen for the plan to fail.\t\t<\/div>\n\t<\/div>\n<\/div>\n
\n\t
\n\t\t
\n\t\t\t\t\t\t
<\/i><\/i><\/div>\t\t\t\t\t\t
\n\t\t\t\tWhat if my circumstances change?\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
\n\t\t\tTell us early. A plan is designed to be revised; the expensive version is the one where a change is discovered at the next annual review.\t\t<\/div>\n\t<\/div>\n<\/div>\n
\n\t
\n\t\t
\n\t\t\t\t\t\t
<\/i><\/i><\/div>\t\t\t\t\t\t
\n\t\t\t\tDo you advise on overseas tax?\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
\n\t\t\tWe coordinate it with qualified advisers in the relevant jurisdiction and make sure the pieces agree. We do not give local filing advice ourselves.\t\t<\/div>\n\t<\/div>\n<\/div>\n<\/div><\/div><\/div>
<\/div>
Question not answered?<\/h5>

Ask an adviser directly.<\/h2><\/div>
<\/i>Book a Schedule<\/a><\/i>See Plans<\/a><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"

Answers to the questions we are asked most about advice, fees, onboarding and how we work.<\/p>\n","protected":false},"author":1,"featured_media":59,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-canvas","meta":{"footnotes":""},"class_list":["post-14","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/pages\/14","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/comments?post=14"}],"version-history":[{"count":0,"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/pages\/14\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/media\/59"}],"wp:attachment":[{"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/media?parent=14"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}