top of page


You may have some Questions regarding your Financial Roadmap or indeed just want to understand a little more about our approach. Some of the questions we often receive are answered below. If you still have more questions, please don't hesitate to email

Frequently Asked Questions


What services does Financial Roadmap offer?

  • Financial Roadmap offers comprehensive financial planning services including retirement planning, investment advice, and tax efficiency strategies.


How does Financial Roadmap differ from traditional financial advisers?

  • Unlike traditional advisors, we focus on education and empowerment, helping clients understand their financial choices and make informed decisions.


Is Financial Roadmap regulated?

  • Yes, we operate under UK trade regulations, ensuring transparency and integrity in all our dealings. We are regulated by the Competition and Markets Authority. As we don't sell products, we do not operate under UK financial regulations, and we are not, therefore, regulated by the Financial Conduct Authority. If you want to buy investments you should talk to a FCA-regulated firm.


Can Financial Roadmap help with retirement planning?

  • Absolutely, our experts specialise in creating tailored retirement strategies that align with your long-term goals.


How do I get started with Financial Roadmap?

  • Getting started is easy. Simply contact us through our website to schedule an initial consultation.


How are fees structured at Financial Roadmap?

  • We have a clear and upfront fee structure, with no hidden costs. Fees are based on the service provided, not the product.


Do you offer services for complex financial situations?

  • Yes, our team is equipped to handle complex financial scenarios, providing generic advice and solutions.


What kind of clients does Financial Roadmap work with?

  • We cater to a diverse range of clients, from individuals and families to business owners and retirees.


How does Financial Roadmap ensure client confidentiality?

  • Client confidentiality is paramount. We adhere to strict data protection laws and ethical standards to safeguard your information.


Can I get a one-time financial consultation?

  • Yes, we offer one-time consultations in addition to ongoing financial planning services.

bottom of page