You will want to meet us and be assured that we are the right people before you become a client - and we will want to be sure that we can help in your particular situation. The Our Advisers page will show who we are and our various locations.
The first step is for you to make contact so that we can arrange a meeting at a mutually convenient time and place.
You can do this by telephone, e-mail, in writing or ideally by registering through the 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 become a client you will have access to the Clients-only area of our site, where you will have all the above features plus
- further document downloads
- screens for input of your full financial situation, so that we are well informed
We look forward to helping plan your financial future.
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