Becoming a client

Becoming a client of ours couldn't be easier!

Having looked at our site and decided that you would like to discuss further how we can help you, you can get in touch with us in a number of ways.

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 continue button below.

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 documents, letters of authority to enable you to transfer existing policies to our agency, and speedy enquiry forms. You will also be able to use our secure messaging system - your emails cannot be intercepted through this method.

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

• access to personal documents (eg portfolio reports) we will upload for you
• useful financial factsheets updated monthly
• further bulletins and document downloads for clients only
• screens for input of your full financial situation, so that we are well informed
• access to details about your adviser, review date, and your priorities and goals
• access to a summary of your portfolio (NB only for use with Portfolio Adviser)

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