You will want to meet us and be assured that we are the right people for you before you become a client - and we will want to be sure that we can help you in your particular situation.
The first step therefore is for you to make contact with us, so that we can arrange a meeting at a mutually convenient time and place.
You can do this by phoning us, by e-mailing us, by writing to us, by visiting our offices (see our Contact page) or, most conveniently, by registering through our website. This way we can start to obtain some details about you, and enter you into our on-line database. Just click on the Registration button to the left of this text.
This will take you to a screen asking for basic contact details, and to a second screen asking you to identify your financial priorities Don't worry if you don't complete it all the first time - you will be given a username and password to enable you to log back in and complete or amend your details whenever you like.
Once logged in you can use a range of enquiry forms to contact us, or print off forms which we might ask you for in order to advise you further.
Once you have become a client you will be given a different User ID and Password to access to the Clients-only area of our facilities (you will also need to create a Passphrase when you first login), where you have access to
- Your client fact find which you can update if you wish so that your full financial situation is complete, and so that we are well informed to provide you with ongoing advice.
- A complete summary of your financial arrangements
- A portfolio valuation. NB - Please note that whilst most companies we use provide this service to us there are some companies which do not and will therefore require a manual calculation. In addition some older style arrangements do not lend themselves to electronic valuations.
We look forward to being able to help you plan your financial future.
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