Getting Started

Frequently Asked Questions

Asking for help is often the hardest step. Here's what to expect when you reach out - and how to get advice whenever you need it.

How do I get in touch with a question?

Call, email, or request a callback - whichever suits you best. A member of the team will come back to you within one working day.

Is there a cost to ask for advice?

Your first conversation with us is complimentary and without obligation. We'll always agree any costs clearly with you before any work begins.

What if I'm not sure what I need help with?

That's completely normal, and the most common starting point. Our Explore conversation is designed to help you think it through together - there's no need to have it figured out first.

What should I prepare for our first conversation?

Nothing formal. A rough sense of your goals and any relevant paperwork can help, but it isn't essential - we'll guide the conversation.

Can I ask questions between review meetings?

Yes, always. You don't need to wait for a scheduled review - reach out whenever something comes up or your circumstances change.

Who will I actually be speaking with?

You'll have a dedicated adviser who gets to know you and your circumstances, so you're never explaining your situation from scratch.

How quickly will I hear back?

We aim to respond to every enquiry within one working day, and sooner wherever we can.

What happens right after I ask for advice?

We'll listen, ask a few questions to understand your situation, and let you know the best next step - with no pressure to proceed further.

Sandstar Wealth

Independent · Trusted · Tailored

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