Here you’ll find the answers to the most common questions we get asked. If there’s any we’ve missed, please contact us.
Meetings are mostly held at our newly refurbished offices in the Admirals Offices Building situated in the Historic Chatham Dockyard. Also, where necessary we will go and see clients at their places of work or their homes.
Our address is Fingerprint Financial Planning, Admirals Offices, Main Gate Road, The Historic Dockyard, Chatham, Kent, ME4 4TZ. The nearest train station is Chatham and the office is very close to the M2/A2 motorways. You can find a map on the ‘Contact us’ page.
We have plenty of free parking just outside the office and there is disabled parking.
Yes – there is disabled access to our client meeting rooms.
There is no fee for the initial meeting. We do the first one at our cost.
For financial planning clients, it would be helpful if you could bring details of any existing financial product details that you would like us to review. For mortgage clients, it would be useful to have the last three monthly payslips and bank statements, as well as a form of ID such as your passport or driving licence.
The initial meeting can last anything from 45min to two hours depending on your circumstances and what you want to achieve. We’ll always give you as much time as required and will let you know at the start of the meeting how long our meeting is likely to last.
Not at all. The initial meeting is designed for us to get to know you as a potential new client and give you the opportunity to interview us for the job of being your new trusted financial planner.
Yes we are, fiercely so!
We are Directly Authorised to give financial advice by the Financial Conduct Authority. The FCA is the regulator of firms like ourselves and their job is to make sure that individuals, as well as business like ours, are fit and proper to give advice.
Yes, we can offer advice on these schemes just like any other pension products.
We work on a team-based approach, so if your adviser happens to be away at the time when you need to speak with them, one of the team will manage your enquiry.
This will largely depend on your circumstances and what you want to achieve with your finances. However, we are always upfront and transparent about our fees and won’t undertake any work on your behalf until you’ve agreed them. For more information, visit our ‘Approach to fees’ page.
This depends on the type of advice you are looking for. We offer both and this is something that your adviser will explain at the beginning of the very first meeting with us.
Commission is received on very few products. Our advice is generally fee-based. This is always fully disclosed to you during our first meeting and once we know the type of product that you need advice on.
No, we do not currently charge VAT.
We hope you never do have a complaint, but if our service falls below your expectations, please give us the opportunity to put it right by writing to: email@example.com or calling us on: 03452 100100 .
In the unlikely event that we cannot settle your complaint satisfactorily, you may be entitled to refer it to the Financial Ombudsman Service at https://www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
A summary of our internal complaints handling procedures is available on request.
Initially, I approached Paul for help with a mortgage, but we're now looking at where to best place my savings and my future planning for retirement. I've received sound and elaborate advice.
Paul has always worked hard to research the full market to find the right mortgage deal for me. Paul is not affiliated to any lenders so I always get the most competitive rates available. I receive completely impartial financial advice which is tailored to my personal needs.
Paul explained everything very clearly and took the time to find out about my financial history so he could better understand what would be the best option for me.
Paul was recommended to us to help with Inheritance Tax planning. The service exceeded our expectations and we have been pleased with the outcome.
Paul was very honest and open and made sure that I understood every step. There's nothing that he could have done better.
Fingerprint Financial deal with our pensions, insurances, mortgages, long-term planning and Inheritance Tax planning. Paul's experience and knowledge in all these areas has been invaluable in ensuring our financial outcome and future is secure, planned and constantly managed.
Shane, Helen and the entire team at Fingerprint was and have always been very helpful, honest, fair and kind. Thank you so much for helping me!
After some time worrying about my pension, Fingerprint Financial Planning has located pensions I would never have found. I'm very happy with the good service and would recommend to friends and family.
Absolutely fantastic service. The staff are amazing, friendly but very professional and quick to respond to any questions. We would thoroughly recommend Fingerprint to anyone requiring financial advice.
Excellent service. This isn't just a mortgage broker or a financial and wealth planner, this is a full service financial advisory service. The staff are friendly, efficient and work at pace. In today's world of ticking boxes and scripted replies, it's refreshing to get a personal touch.
Highly recommended. Professional, friendly people who are very knowledgeable and helpful. They put your mind at ease because they know their stuff.
Fantastic service, very professional, informative and probably the best service I have received in this field. Good people, ethical and would certainly recommend them as a business to anyone!
Truly friendly, professional, dedicated to one's strategy.
Very clear and concise, every step of the way when dealing with our remortgage requirements. Big thank you especially to Paul, and to Harriet. Highly recommended.
I have used Fingerprint Financial Planning a couple of times now to set up a new mortgage or to remortgage for a better deal. On every occasion, they have been professional and accommodating, and importantly carry out the donkey work of looking for the best deals on the market - all for a reasonable one-off fee. Highly recommended!
From start to finish the guys at Fingerprint Financial were incredible! They ensured my mortgage went through smoothly and continued with their professional support right up until I was settled in my new home. Responsive customer service from Victoria, who I highly recommend to all my friends and family and will continue to use in the future myself.
I received a very good service from Fingerprint Financial Planning and would recommend them to anyone.
Exceptional service once again, quick, efficient and smooth service as always.
I have been using Fingerprint Financial Planning for four years now. The team are extremely helpful and friendly and I would highly recommend them.
I cannot praise this company enough. Especially, Shane Brockwell - he is my hero! At a time when there was so much stress in my household, Shane arrived, calmed me down, almost immediately saved me £230 a month on my mortgage payments and has found a far better product for when I am ready to buy our new house. Thank you, Shane and Co. You rock!!!
Shane and the team are very knowledgeable and efficient, managing to find me a mortgage on a property that had its complications. I was very happy with the professional service and would absolutely use them again. Recommended!
I am a landlord with four properties as well as my own home and have used Fingerprint Financial Planning for all my mortgage needs for over 10 years. They are knowledgeable, efficient and incredibly supportive. I would certainly recommend them.
I thought I was fairly money savvy, but after speaking with the small, really friendly non-judgemental team, they gave me other options I had not thought about. Fingerprint Financial Planning's advice has put me in a great place. With very important financial decisions small or large you can trust Fingerprint for the very best advice and service.
Friendly and competent staff. Fingerprint Financial Planning treats you as a valuable customer. A pleasure to work with this company. Always available on the other side of the line. Regular feedback. I can highly recommend Fingerprint.
A great service that I have used a few times, and I can't recommend highly enough. Always someone who is happy to answer your calls and help you. They also get back to you in a timely manner...a refreshing approach to business.
Right from the beginning to the very end, Shane and his team have been very helpful. Giving me the best advice and looking for a suitable mortgage deal. Many thanks, guys!
Great team and very helpful. Made the process of buying our house a lot easier.
An absolutely outstanding company. I got introduced by a friend years ago now and I have been using them ever since. The team in the office are all very polite and helpful, nothing is too much trouble. If you’ve not used Fingerprint Financial Planning yet, it’s time you did!
They go out of their way to help and make you feel valued.
Excellent service; highly, highly recommend this company.
We have been working with Shane at Fingerprint for the last three or so years. Our needs have not been straightforward but Shane has been there 100% for us, organising the best mortgage deal and brilliant life insurance cover. We couldn't recommend him and Fingerprint Financial Planning enough - thank you!
Highly recommended, friendly and very personal service. Thank you!
I would most definitely recommend this company to anyone wanting financial advice or mortgages, as the deals they can get are much better than you could find independently... Thank you so much again for all of your help and advice.
Absolutely fantastic; very, very high standard of customer service; exceptional knowledge; very friendly and easy to talk to an adviser. I would recommend them to anyone; Fingerprint, you have gained our trust and loyalty. Thank you.