1.  Why do I need a Financial Adviser?

Having expert guidance from a financial adviser can help you navigate complex financial matters which can save you time and reduce stress. Over time your circumstances and priorities are likely to change so it is important you meet with an adviser on a regular basis to ensure your financial plan remains suitable for your needs.

2.  What locations do you cover?

As we are based in the South-East we offer face to face appointments in Greater London and the surrounding counties, but we can cover clients anywhere across the United Kingdom with telephone and virtual advice.

3.  How do I know I can trust Tetra Financial Planning Ltd?

Tetra Financial Planning Ltd is an Appointed Representative of St. James's Place which is authorised and regulated by the Financial Conduct Authority (FCA). Our FCA number is 1023674. We are an Associate Partner Practice of St. James's Place, who are one of the leading wealth management companies in the UK.

For complete peace of mind, the suitability of the advice you receive is covered by the St. James's Place advice guarantee. 

4.  How should I prepare for my meeting?

During our first appointment we will obtain information about your current circumstances, products and future plans. Any statements that you can provide will help us with our research and recommendation. If you do not have any statements we may be able to assist you in tracing your lost plans through the pension tracing service.

5.  Why should I invest with Tetra Financial Planning Ltd?

As an Appointed Representative of St. James's Place we have access to world class fund managers and a range of diverse portfolios, all carefully selected to balance risk and reward.  Read more

The value of your investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.