FAQs

Find answers to all the questions we get asked most frequently by our clients, and gain a deeper understanding of our processes.

Where are meetings held?

Your discovery meeting typically takes place online via video call. When the time comes to meet in person, our meeting rooms are at One Dysart Street, Moorgate, London, EC2A 2BX.

 

How much does it cost to engage with you?

We offer a 20-minute telephone consultation free of charge to help you determine whether the discovery process is right for you. We’ll talk you through the process and costs on the call and help you understand whether we’re right for you. Visit the “Your journey” page to learn more.

Our current fees for the discovery meeting and the report are detailed in our terms of business, which you can download here. Implementation fees vary depending on the complexity of the case but we will always quote you a fixed fee in writing when giving a recommendation.

What do I need to bring to an initial meeting?

Our current fees for the discovery meeting and the report are detailed in our terms of business, which you can download here. Implementation fees vary depending on the complexity of the case but we will always quote you a fixed fee in writing when giving a recommendation.

How long should I allow for an initial meeting?

The discovery meeting usually lasts between 90 minutes and two hours.

How can I book an initial meeting?

Please call us on 020 3882 4569, email info@deep-dive-trusts.co.uk, or visit our contact page to send an enquiry.

Are you independent?

Yes, Deep Dive Estate Planning is an independent specialist Estate Planning firm. All recommended trust frameworks are authorised under the Solicitors Regulation Authority and £2m of appropriate professional indemnity insurance covers the drafting. Wills and trusts are legal frameworks and as such they are not regulated by the Financial Conduct Authority. We may refer you to Deep Dive Financial Planning, which offers FCA regulated independent financial advice. Please see www.deep-dive.co.uk for more information. .


Choosing Deep Dive

Our clients and expert peers explain what it's like to work with us.

Mike and Eve Clients since 2010

Peter understands that totally, goes along with it, and advises knowing how we both feel, and he's been great.

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Nicholas Client since 2013

He's been the adviser for my grandfather, then my parents and me and my brothers as well, so, it's been a long time.

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Jamie Kyte, Chartered Financial Planner

You're going to be dealing with someone who's been doing this day in, day out...

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Andrew and Fiona Clients since 2013

Peter's always very helpful and up to date. He’s very easy to get hold of. He’s always available on the telephone always on email.

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Jacqueline Berry, My Care Consultant

It is so important, as a duty of care, to speak to an appropriate financial adviser.

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Tom Client since 2013

I've come to him with a lot of questions that I wasn't necessarily expecting him to have answers to, and he's always delivered.

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