How to become a client

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It’s easy to sign up get our expert, independent and professional help with your investments.

• If you’d like a free review of your existing investment portfolio and ongoing monitoring of your fund performance, click here. You’ll need at least £20,000 invested, and you’ll need to make us your nominated advisors for all your funds. This doesn’t give us any control over your investments or cost you a penny – you still make the decisions, we’ll just help you do that.
• If you need professional advice on making a new investment or any other aspect of funds, you’ll need to give us some information about yourself and your investment aims first. Click here and fill in the form and we’ll get back to you with any more questions we may have. This advice may cost you something, depending on how much you have invested and how it’s managed.
• If you’d like to buy funds, click here to take advantage of our low charges and easy online service. You’ll still be able to take advantage of our other great services if you choose this route.

Above all, if you have any questions or want to know anything more about how we can help, get in touch and we’ll be happy to discuss your options.

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