FAQs

Getting Started

How do I schedule a consultation?

You can easily book a free 15-minute consultation through our online form or by contacting our team directly.

What should I prepare before our first call?

Bring any existing financial documents, details of your goals, and any questions you have. This helps us provide tailored advice from the start.

Can I meet virtually or in-person?

Yes, we offer both options to suit your schedule. Our team can meet you at our office or via secure video call.

Advice & Services

What types of financial planning do you offer?

We provide comprehensive planning including investments, pensions, tax-efficient strategies, protection, and wealth planning for expats.

How do you personalise plans for clients?

Every plan is tailored to your goals, circumstances, and risk tolerance. We combine professional expertise with a human-first approach.

Do you provide advice for expats or international clients?

Yes. We specialise in cross-border wealth planning and can advise UK clients abroad or international clients in the UK.

Risk & Investments

How do you assess investment risk?

We evaluate your risk tolerance, investment goals, and time horizon, then recommend strategies that balance growth and security.

Can I adjust my plan if my risk tolerance changes?

Absolutely. Your financial plan is flexible and can be updated as your needs and circumstances evolve.

What investment strategies do you recommend?

We recommend evidence-based, diversified strategies tailored to each client, with a focus on long-term growth and capital preservation.

Fees & Costs

How are your fees structured?

We offer clear, transparent pricing including a free initial consultation, planning fees, implementation fees, and ongoing service fees.

Are there any hidden charges?

No. All costs are explained upfront, with nothing hidden — you always know exactly what you’re paying for.

Do you offer free initial consultations?

Yes. The first 15-minute consultation is free, allowing us to understand your needs before any commitments.

Regulation & Safety

Are you FCA-regulated?

Yes. AK Wealth is fully FCA-regulated, ensuring compliance, professionalism, and security.

How do you ensure client data is secure?

We use encrypted systems and strict data protection measures to safeguard all client information.

What makes AK Wealth independent and unbiased?

We are fully independent, offering advice based on your best interests rather than product commissions or affiliations.