Please complete the form below to request an appointment with one of our principles. We will contact you within 24 hours to confirm your appointment time and place.
When you come in to see us for the first time (or we come to see you), please bring with you any relevant business and personal documentation, which may include:
- Current & previous financial statements for your personal and business entities
- Details of your financial interests and share holdings
- Other advisor contact details e.g. your bankers and/or lawyers
- Your IRD numbers and contact details