Help & FAQ

For your safety, to all paymentswe use a system that is proven worldwide - https://squareup.com

This allows you to pay by card as well as Google Pay or Apple Pay.

Simply use one of the forms on our website.

Depending on what service you need, go to the sub-page of your choice and use the contact form on it.
Remember to be as specific as possible about how we can help you, and we certainly will.

Of course.

You can transfer your session at no extra cost even two days before your session date.
However, please note that you can only transfer your session once in this way. Any subsequent attempt to transfer will be treated as a re-paid booking, for which you will be charged the standard price.

You may cancel your booked session up to three days before the session date at the latest.
The full amount of the session you paid for will be refunded to you by the same way you paid.
Otherwise, if you cancel your session after this date, unfortunately, we do not refund the costs incurred.

Yes, we have this option on our training courses. Outside of these, all our sessions are held online.

No, we do not run free sessions, but you can use one of the forms on the website and one of our consultants will respond to your enquiry by email.

If necessary, you will then be able to arrange a regular session.

With us, you don't have to worry about any of your data being shared somewhere - we certainly won't do that, because we know how important mutual trust is in building partnerships.

The moment you pay for your session is tantamount to us signing a non-disclosure agreement (NDA).
This means that all your confidential information that we may obtain will not be shared with any other person or company. They will always remain between us and you.

The only information we collect about you is that which is necessary to offer the highest quality service, such as:

• Your contact details: name, surname, address;
• Your job title and earnings range;
• Your age;
• Your past and existing investments;
• Your level of financial knowledge with additional notes;
• Any additional information affecting your finance.

The moment you break your collaboration with us is a signal for us to delete all your data and collected information on all your investments.

You can also request the deletion of all your data by email at any time and we will delete it as soon as possible after confirming your request.

A lot depends on what kind of help you want.

While we can't help you with local market research, we can help you develop an action strategy and help you build your business plan based on your knowledge of the market.

Your startup will be much simpler when you can rely on the jointly created compilations of information essential to running your business.

We are not able to recommend specific products, services, or companies to you as we are not FCA-regulated financial advisors. However, we can provide you with some general information about financial products and services, and we can connect you with an FCA-regulated financial advisor who can provide you with personalized advice.

The FCA prohibits advice to retail consumers to protect them from making uninformed or unsuitable financial decisions.

No, because mortgage advising is FCA regulated activity.

If you need advice in this area, we can recommend one of the certified mortgage advisors we work with who will be able to help you.

Yes, we can provide general legal advice, especially on the services we provide.

However, if you need detailed legal assistance we recommend going to a solicitor.

Simply write to us and we will respond to your enquiry as soon as possible.