What happens next?
If our service interests you, the next step is to have an exploratory meeting to discuss your circumstances and our approach in more detail. We do not charge you for any meetings and are always happy to meet in-person, virtually (Zoom or Microsoft Teams) or on the telephone.
We listen to your requirements and objectives
During the initial meeting or call, we will learn about your financial objectives, requirements for income, growth and any ethical criteria
We discuss if our approach is suitable
We seek to build great long-term relationships with our clients. If we do not think we are right for you, we will gladly suggest alternative approaches and service providers to consider.
We do all the heavy-lifting and make account opening painless
Our online account opening process is swift and easy. If you would like, we can even go through the whole process with you from start to finish.
Contact us
To get in touch, you can either email us providing some brief background information, or for simply submit your enquiry using the form below.