Become a client Welcome Instructions Your Details Identity Submit Name Welcome Instructing us is easy - you can instruct us as an individual, or jointly with your partner. We'll need some basic information about you (or both of you), together with some proof of your identity. Click here to see what we'll need from you (please have this ready before we begin). Once we've reviewed your information, we'll provide you with login details to access the Client Area of our site. From here, we'll talk you through your Wealth Check. Instructions Please select which option applies to you: Instructions I'm single I have a partner - and we'd like to instruct you jointly I have a partner - but I want you to act for me only Your Details Title * First Name * Middle Name(s) Last Name * Date of Birth * Telephone * Occupation Email address * Address * Identity Please upload: Submit Please now choose a secure password - then double check the details you've provided, and submit this form. Your password should not be something that can be guessed - ideally, it should: contain at least 8 characters; include a mixture of uppercase and lowercase letters; include at least two numerical digits. Keep your password safe - once we've created your account, you'll use this to log in. Password * Repeat password * .
