COVID SAFE

We give you the option of a secure video meeting which offers the same, in depth consultation and planning and the chance to ask any questions you may have.

Please do let us know at the outset if this is your preference and we’ll be delighted to facilitate this for you.

New Clients Fact Find

To ensure our advice considers your wider circumstances and not just pension and investment planning in isolation, we have designed a questionnaire to help us understand your needs both now and throughout retirement. The data you send will be encrypted and securely transmitted.

This form is in two parts and we would ask that you complete both as much as possible, adding notes and details into each section to enable us to fully understand your financial position, needs, objectives and what you are hoping to achieve. After completing the first part of the form, you will be required to sign and date it before submission; you will then be redirected automatically to the second part.

Each form has a “Save and Resume Later” link at the bottom if you’d like to start it now and continue at a later date. You will be emailed a link so you can pick up where you left off.

You need to complete both parts of the form: