Self-Onboarding

Complete a Fact Find

You can create a profile and complete our secure Fact Find at this link.

Risk Questionnaire

You can access our risk questionnaires at the following links;

Investments
Pension pre-retirement
Pension post-retirement

Max Funding Questionnaire

Max Funding Questionnaire (link)

Survey

Decided not to do business with us this time? We’d love if you would tell us why. You can do so at this link.

Terms of Business

Although our Terms of Business quotes hourly rates, where you ask us to arrange an individual product for you such as a Pension, Investment or a Life Policy, we are usually remunerated by way of commission from the product provider so you don’t pay a fee.

Provide Your Authority

In order for us to obtain the details of any existing products you hold, we must have your authorisation in writing. In the industry this is referred to as a Letter of Authority (LOA). This only allows us to obtain information – we cannot make any changes to your product. You can complete a Letter of Authority here.

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