The very first is all about listening to you.

 

Providing you with the most comprehensive and beneficial advice requires two key elements, understanding and having you provide quite a lot of information.

A telephone conversation with Peter will set you on the right track.

From there on you will have his professional guidance to help smooth the process.

 

At first glance this data gathering and collection may look daunting, however we are here to help you every step of the way.

Do not hesitate if you feel you do not have an answer for all the spaces on the forms!

Complete as much as possible and start the process by returning the initial information  to us.

 

Complete the Fact Find with your personal and financial information  – then simply This email address is being protected from spambots. You need JavaScript enabled to view it. your completed Fact Find or bring it with you to your first meeting with Peter.

 

The confidentiality of your information is paramount to us, please refer to our privacy policy and of course speak to us if anything is unclear and requires clarification.