New client onboarding

Tell us about your position.

A short form to give us the shape of your situation before our first conversation. None of this commits you to anything — it just means the first call can focus on what matters.

  1. 1About you
  2. 2Financial position
  3. 3Goals & horizon
  4. 4Risk profile
  5. 5Review
About you

The basics — how to reach you, where you sit for tax purposes, and your household setup.

Financial position

A rough picture is fine at this stage — we'll go into detail at the first meeting. Indicative ranges, not audited figures.

Existing assets

Goals & horizon

What you'd like advice on and roughly when it matters. Tick what applies — most clients have more than one.

What would you like us to look at?

Risk profile

An indicative read — we'll go through the formal risk questionnaire at the first meeting. Pick the row that best describes your starting position.

Review and submit

A summary of what you've entered. Anything to change, use Back — otherwise submit and we'll be in touch within one working day to arrange the first consultation.

Name
Contact
Date of birth
Tax residency
Household
Employment
Investable assets
Pensions held
What we'll look at
Time horizon
Risk profile
Investment experience
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