landkey
FAQ
How is New Leaf Distribution involved?
Operating as an Appointed Representative of New Leaf Distribution (NLD) means Landkey Financial Advisory is subject to ongoing auditing of its business and NLD ensures compliance with the full regulatory requirements. This includes the provision of continuous professional development and ‘fit and proper’ assessments of Landkey directors. NLD provides Landkey access to market-leading research/risk profiling/cashflow tools and data storage/CRM systems. This service allows Landkey to focus on the best outcome for you, the client.
Is the first meeting free of charge?
Yes, we offer an initial, no-obligation consultation to see if we are a good fit for each other.
How much do you charge?
We operate a tiered charging model which considers the value of investments under our advisory service. You may ask us to undertake other work not directly linked to an investment, for this we will agree a fee with you prior to any work commencing. At Landkey Financial Advisory, we are completely transparent with our fees and we make sure our clients are clear on the costs of the services proposed before any commitments are made.
Do you charge an exit fee?
No. Should you decide to leave us at any time, no fees are applied.
Are meetings online or in-person?
We are guided by you. Some clients prefer online or phone appointments, others prefer to meet face-to-face.
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