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

Financial Products
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 Insurance Policy, we are remunerated by way of commission from the product provider so you don’t pay a fee.

Financial Planning
Where you ask us to compile a written Financial Plan for you we charge a fee for this. We quote you a flat fee in advance of commencing work and obtain your agreement. That is all you pay.

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.

Want to hear more?

Make contact today and we’ll explain the benefits of lifestyle financial planning.
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