Steps to becoming a client
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 (see our Register page). This will take you to a screen asking for basic contact details.
We look forward to being able to help you plan your financial future.