How to apply

Applying for our services couldn not be easier. There are just 5 easy steps:

Step one

Hold a free consultation with us to discuss your circumstances, plans and options. Contact us to arrange a meeting.

Step two

The consultation will indicate which services would benefit you, and we will issue you with an application pack, containing:

Step three

Complete the application form and return it to us, together with the necessary identification documents.

Identification documents are necessary for compliance with UK anti-money laundering legislation, and we cannot offer our services to you until this requirement is met.

Step four

Upon receipt of your application form and identification documents, we will prepare and send you an Engagement letter which will serve as a contract and detail all the terms and conditions of our agreement.

Step five

Once this has been signed by both parties, our service to you will commence on the date detailed in the engagement letter.