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. Just click here to Register.

When registering, you will first go to a screen asking for your basic contact details, and secondly to a 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.

Feel free to try out this area before you use it - simply click on the "Client Login" button at to top left of this page, and log in with the username of demo and password of dem001

Once you have become a client you will have access to the Clients-only area of our site, where you will have all the above features plus

topical financial news and comment via our Factsheets service
further documents we identify as useful for our clients
you can inform us of your full financial situation using the online factfind forms

We look forward to being able to help you plan your financial future.