Our four-step client journey is really simple:
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01: Phone consultation
We’ll get to know you, understand your situation and generally build up a picture of what it is you are trying to do.
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02: Transfer of documents
We’ll supply you with all the relevant documentation to get the ball rolling via email.
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03: The advisory process
Having thoroughly researched your needs and surveyed the market, we will put together a plan of action just for you.
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04: Application
Giving us the go-ahead to set up your Trustee Bank Account is as simple as providing us with a signature, by email or in person.