USING OUR SERVICES

The first step in working with you is to get some dialogue going between us, so please visit the contacts page and send me a summary of your requirements and your contact details.  

Below is a checklist of the things required:

1. A signed engagement letter, which is an agreement to my terms and conditions 

2. Under the anti-money laundering regulations we will need to either arrange one meeting or you will need a solicitor (approved by myself) to certify your identification 

3. I will need satisfactory proof of your identity and address

4. A risk assessment will be carried out before we proceed with our business relationship, in order to comply with the anti-money laundering regulations

5. A free consultation will be carried out, either in person (one hour) or in the form of a questionnaire and telephone conversation (or a combination of the two)

6. A form 64-8 giving me authority to communicate with HM Revenue & Customs will need to be signed for tax work

If any of this is unclear or you need a little more information for your unique circumstances then please get in touch.