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Become a client

Becoming a client is straightforward. All we ask is that you quickly provide the information we ask for to ensure you’re not late for any deadlines or registrations.

These days we’re able to do everything remotely, in which case simply email or call us to get the ball rolling. However if you are local or of the “old school” who value face to face meetings, we’re more than happy to see you in a free initial consultation where we can outline our services and discuss your situation ahead of any decision to engage us.

Complete our new client form in full and let us know what you want us to do and when. Don’t forget to tell us about previous advisor’s you’ve used, and tell them that we’ll be in touch for your handover information to ensure you stay up to date.

Provide Photo ID and proof of address for the Money Laundering rules for each director/partner/proprietor/tax client.

Send your ID to

Send back the forms we ask you to complete promptly as well as copies of any previous tax returns, reports etc that may be relevant. Sign and return our Engagement letter.