Ready to begin a new leg
in your journey? 

The onboarding process

We know your time
is valuable

We know that first impressions can set the tone for a lasting relationship. That’s why we keep our onboarding process as straightforward and transparent as possible.

Step 1

Get in touch if you are an FCA-regulated Independent Financial Adviser or Wealth Manager looking for a partner to improve on investment outcomes and/or to free up time and resources.

Step 2

Let us understand your business operations, your goals and your client profiles.

Step 3

Partner with us to design and maintain an appropriate, effective investment management service.

Step 4

Work with us in aiming for better outcomes for you and your clients.