Becoming a client

Dedicated Approach

We have adopted a dedicated approach to providing services for the discerning client, driven by a commitment to deliver and maintain the highest standards.

We strive to provide you with a sophisticated, bespoke and comprehensive administration service with our main focus being you, our client. We believe that the foundation of success is to constantly exceed your expectations and we measure our performance against your satisfaction.

We aim at taking the complexity and effort out of administering your financial life.

We take care of all the day to day administration of your wealth portfolio in addition to keeping you up to date through regular communications and reporting.

How to Proceed

To become a client, you will firstly need to discuss your broad needs and circumstances with one of our Wealth Managers who will prepare a proposal for you to consider, without cost or obligation.

Once you are happy with the proposal, we will closely guide you through completion of the paperwork.

Simply contact us and we will take you through the formalities. Naturally, there is a form to complete and the usual identity verification documents are required but we try to make this as painless as possible.

Click here to send us your details and a Wealth Manager will be in touch shortly.

Alternatively, contact us on+44 (0)1534 512 271 between the hours of 09:00 -17:00 GMT