…registration is easy
If you would like to register as a client you can get in touch with us by telephone or you can use the email enquiry form on the Contact us page of this site. It would be helpful if you could tell us a little bit about yourself and let us have your telephone number and address. We will then send you our literature and once you have had time to consider the services we offer, we will be happy to arrange a convenient date for a no obligation meeting.
When registering as a client, it is important that we gather information about you by means of a fact find and by engaging directly with you. We will also ask for identification documentation in order to comply with the relevant anti-money laundering regulations. A full list of acceptable personal identity requirements can be found in the downloads section.
Whether you just wish to sell some shares or have a lump sum to invest, at all times your affairs will be looked after by one of our experienced team.