Frequently Asked Questions
1. Are you independent?
Yes. Venari Wealth Ltd is a directly authorised firm regulated by the Financial Conduct Authority (FCA no. 1025179). We are not tied to any provider and can recommend the best solutions from the whole of the market.
2. What types of clients do you work with?
We typically work with individuals, families, business owners and professionals who want clear, tailored financial advice. Most of our clients are looking for support with retirement planning, investment management, or tax-efficient strategies.
3. Is there a minimum investment or income requirement?
While we don’t publish hard thresholds, our service is best suited to those with:
-
£100,000+ in investable assets, or
-
A strong income and growing savings, or
-
A need for strategic financial planning (e.g. pension consolidation, VCT/EIS investing, or inheritance tax planning)
4. How do you charge for advice?
We operate on a transparent, fee-based model. All charges are clearly explained before any work is undertaken. Typically, fees may include:
-
An initial advice fee (fixed or percentage-based)
-
An ongoing annual service fee (tiered based on assets under management)
We do not take hidden commissions or sell products for incentives.
5. What services do you offer?
Our core areas of advice include:
Investment planning & portfolio management
Pension consolidation & retirement planning
Tax-efficient investing (e.g. VCTs, EIS, ISAs)
Inheritance & estate planning
Life, critical illness & income protection
Cashflow forecasting & goal‑based planning
6. Are your recommendations regulated and protected?
Yes. As an FCA-authorised firm, our advice is fully regulated, and clients are protected under the Financial Services Compensation Scheme (FSCS) where applicable.
7. Can you work remotely or only face-to-face?
We offer flexible meeting options including:
Secure video calls
Phone consultations
Face-to-face meetings (where agreed)
Clients can also access secure digital paperwork and reporting tools.
8. How do I get started?
It starts with a free, no-obligation introductory call. We’ll discuss your goals and see whether our service is a good fit.