Sign Up

Welcome to our sign-up page. Here you will find step by step instruction on how to arrange an initial consultation and securely send us details about your personal and financial information.

Initial consultations are at our expense and there is no obligation to proceed.

Please don’t arrange a consultation until you have completed the factfinding process.

Step One

Sign up to our factfind portal and complete the questionnaire. You will need to accept our terms and conditions in order for us to process your data, but you will not be incur any charges unless you agree to proceed following our initial consultation.

Please provide as much detail as possible. There are note sections where you can add free text with further information, any specific questions you have, or problems you hope to address. The more we know the more we can help.

Step Two

Upload any supporting documentation using the following link. e.g. pension or investment statements.

Step Three

Arrange a time for your initial consultation. These are currently conducted remotely via telephone or video call.