Becoming a client

Clients and their advisors describe our services as a breath of fresh air. Click here for details of our client survey.

We are required by law to ascertain and record details of our clients and, where different, the ultimate beneficiary for whom we are acting. To ease this process we have listed the forms you need for you to download below:

• Engagement Letter
• Fee Scale
• Guide for Customer Identity
• Customer Identity Declaration
• Bank Reference
• Professional Reference
• Fax & Tel Indemnity
• Details for Bank Remittances
• Service Agreement
• Terms of Business

Further Information