FAQ

Common questions

Still have a question that isn't answered here? Email tade.apena@gmail.com or book a discovery call.

Do you manage or hold my money?: No. We never hold, receive, transfer or control your assets or bank accounts. You retain full control of your money at all times — we provide independent oversight and organisation alongside it.
Are you a financial adviser, accountant or wealth manager?: No. We are an independent Personal Financial Office. We are not accountants, tax advisers, investment managers, wealth managers, financial advisers, solicitors or trustees. We don't provide regulated investment advice, tax advice or legal advice — where specialist advice is needed, we help coordinate with your existing advisers or refer you to appropriately qualified professionals.
Do you sell financial products or earn commissions?: No. We don't sell products, recommend financial products, or receive commissions from third parties. Our only source of income is your monthly retainer, which keeps our advice and oversight independent.
I'm making money, but I don't know where it's going — is this for me?: Yes — this is exactly the situation Trasoye is built for. Whether it's irregular income, multiple accounts, or simply not having a clear overview, we bring everything together into one organised, easy-to-understand view.
Is my financial information secure?: Yes. Client information is treated with the highest level of confidentiality, is encrypted in transit and at rest, and access is strictly limited to authorised individuals. We comply with UK data protection legislation, including UK GDPR.
What do you need from me each month?: We'll send you a reminder to upload your latest financial documents through your secure client portal. We review them, update your dashboard, prepare your report, and walk you through it on a monthly review call.
How much does it cost?: Monthly retainers range from £250–£1,500, depending on your income level and the complexity of your financial affairs. Book a discovery call and we'll agree a scope and price that fits your situation.
Can I cancel at any time?: Yes. The service runs on a month-to-month basis with 30 days' written notice to end the engagement — there's no long-term lock-in.