thank you!

Thanks for completing our scope of service document. We know it can seem like there is a mound of paperwork to complete but thankfully all this new regulation and legislation makes it harder for the cowboys of days gone by to operate and protects your best interests.

one last, but important, thing…

Before we can offer any advice you’ll need to read my professional disclosure statement here. This is a legal requirement and designed to confirm that I am the financial adviser that best suits your needs.

Once you’ve completed this final step we can start giving you the awesome advice and service you deserve.

Don’t worry, you’re not signing your life away! You still get to choose whether you want to go ahead with our recommendations, or not.