{"id":8,"date":"2026-08-20T12:01:21","date_gmt":"2026-08-20T12:01:21","guid":{"rendered":"https:\/\/colorlibhub.com\/unapp-finance\/contact\/"},"modified":"2026-08-20T12:01:21","modified_gmt":"2026-08-20T12:01:21","slug":"contact","status":"publish","type":"page","link":"https:\/\/colorlibhub.com\/unapp-finance\/contact\/","title":{"rendered":"Contact"},"content":{"rendered":"\n
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Talk to us<\/p>\n\n\n

The first conversation costs nothing<\/h2>\n\n\n

An hour, on the phone or at the office on Rodney Street, with whichever of us is the right fit. If we are not the right firm for you we will say so, and where we can we will tell you who is.<\/p>\n\n\n

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Book a call<\/a><\/div>\n\n\n
Send an email<\/a><\/div>\n\n<\/div>\n\n\n
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Office<\/p>\n\n\n

14 Rodney Street, Liverpool L1 2TE<\/p>\n\n\n

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Telephone<\/p>\n\n\n

0151 555 0188, 9:00\u201317:00 weekdays<\/p>\n\n\n

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Email<\/p>\n\n\n

advice@rodneystreet.example<\/p>\n\n\n

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Regulation<\/p>\n\n\n

Authorised and regulated by the Financial Conduct Authority, firm reference 000000.<\/p>\n\n<\/div>\n\n<\/div>\n\n\n

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Request a callback<\/h3>

The quickest way to reach us is email \u2014 we answer within two working days.<\/p>

advice@rodneystreet.example<\/a><\/div><\/div><\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n\n\n\n
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How it works<\/p>\n\n\n

Four steps, and you can stop after any of them<\/h2>\n\n\n

Nothing is charged until you have seen the plan and agreed to it in writing.<\/p>\n\n<\/div>\n\n\n

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01<\/p>\n\n\n

A conversation<\/h3>\n\n\n

An hour on the phone or in the office, at our cost. You describe what you are worried about; we tell you honestly whether we can help.<\/p>\n\n<\/div>\n\n\n

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02<\/p>\n\n\n

A written plan<\/h3>\n\n\n

Where you stand today, what you want, and the gap between the two \u2014 in a document your family could read without us in the room.<\/p>\n\n<\/div>\n\n\n

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03<\/p>\n\n\n

Putting it in place<\/h3>\n\n\n

We do the paperwork, the transfers and the chasing. You sign things and otherwise get on with your life.<\/p>\n\n<\/div>\n\n\n

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04<\/p>\n\n\n

A review every year<\/h3>\n\n\n

Markets move, tax rules change and so do you. We meet each year and adjust, or confirm that nothing needs adjusting.<\/p>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n\n\n\n

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Questions<\/p>\n\n\n

The four we are asked most<\/h2>\n\n<\/div>\n\n\n
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Are you actually independent?<\/summary>\n\n

Yes. We are independent financial advisers, which is a defined term: we consider the whole of the market and we take no commission from any provider. Our only income is the fee you pay us.<\/p>\n\n<\/details>\n\n\n

Is there a minimum I need to invest?<\/summary>\n\n

For ongoing advice, around \u00a3150,000 \u2014 below that our percentage fee is poor value for you, and we will say so. One-off planning work has no minimum at all.<\/p>\n\n<\/details>\n\n\n

Who actually holds my money?<\/summary>\n\n

Never us. Your money sits with the platform or provider in your own name, and we only ever have permission to advise on it. You can see every account yourself, at any time.<\/p>\n\n<\/details>\n\n\n

What if I want to leave?<\/summary>\n\n

You give us a month's notice, we hand everything over to your new adviser, and there is no exit charge. Your investments stay exactly where they are.<\/p>\n\n<\/details>\n\n<\/div>\n\n<\/div>\n\n\n\n\n

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Risk warning<\/p>\n\n\n

The value of investments can fall as well as rise and you may get back less than you invested. Past performance is not a guide to future returns. Tax treatment depends on individual circumstances and may change. This page is a placeholder \u2014 replace it with your own regulated wording before publishing.<\/p>\n\n<\/div>\n\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"

Talk to us The first conversation costs nothing An hour, on the phone or at the office on Rodney Street, with whichever of us is the right fit. If we are not the right firm for you we will say so, and where we can we will tell you who is. Office 14 Rodney Street, […]<\/p>\n","protected":false},"author":6,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-no-title","meta":{"footnotes":""},"class_list":["post-8","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/colorlibhub.com\/unapp-finance\/wp-json\/wp\/v2\/pages\/8","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/colorlibhub.com\/unapp-finance\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/colorlibhub.com\/unapp-finance\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/colorlibhub.com\/unapp-finance\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/colorlibhub.com\/unapp-finance\/wp-json\/wp\/v2\/comments?post=8"}],"version-history":[{"count":0,"href":"https:\/\/colorlibhub.com\/unapp-finance\/wp-json\/wp\/v2\/pages\/8\/revisions"}],"wp:attachment":[{"href":"https:\/\/colorlibhub.com\/unapp-finance\/wp-json\/wp\/v2\/media?parent=8"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}