New Client Onboarding
We strive to make the onboarding process as smooth and transparent as possible.
From initial consultation to setting up your account, we’re here to ensure that you feel supported and informed every step of the way.
Onboarding Roadmap
Initial Consultation
We begin with a free consultation to discuss your needs and goals. This is an opportunity to learn about your business or personal requirements and to explain how our services can add value. We’re here to answer any questions and provide a clear picture of our approach, setting the foundation for a successful partnership.
Proposal
Once we’re up to speed, we’ll send a tailored proposal detailing our recommended services, fees, and terms. Alongside this, you’ll receive an engagement letter to formalise our commitment to you. This is a great time to review and ask any questions, so you feel fully comfortable with the next steps.
New Client Form
Once we have your approval, we’ll send you a short form to gather essential information and documents. This helps us fulfil our Anti-Money Laundering (AML) requirements and ensures we have everything needed to move forward.
Professional Clearance
If you have an existing accountant, we’ll handle the professional clearance process with your permission, obtaining any necessary records. This allows us to verify any outstanding matters and obtain the necessary records to support our engagement.
HMRC Agent Authority
To ensure we can work with HMRC on your behalf, we’ll send an agent authority request to obtain the necessary permissions. This enables us to efficiently manage your tax affairs, access relevant records, and offer comprehensive support.
Welcome Aboard
With the onboarding process completed, we’ll reach out to introduce your primary contact, who will be your go-to for support. We’ll also discuss the specific details of our engagement to ensure a smooth start together.
Ongoing Support
We’ll officially begin our partnership together. As we move forward, you can expect regular communication and dedicated support throughout our engagement. Our team is always here to address your questions, offer proactive advice, and keep you updated on regulatory changes or new opportunities.
-
Ready to Get Started?
If you’re looking for reliable expertise with a down-to-earth approach, we’re here for you. Let’s start with a conversation—contact us today to discuss how we can help you achieve your goals.
Here’s how to get started
Pick a time
Schedule a free consultation either in person or virtually, at a time that suits you. This helps us understand your goals and tailor our approach from the start.
Chat with an advisor
Chat with an advisor who will get to know your needs and clearly outline our services, empowering you to make informed decisions with confidence.
Fixed fee quote
Once we’re up to speed, we’ll provide a clear, fixed monthly quote for our core services, so you’ll know exactly what to expect each month.
We’re here to help
Contact us today to find out more about how we can help you.
Our Approach to Client Success
We believe that great service starts with understanding. We take the time to learn about your unique circumstances, allowing us to provide personalised, jargon-free advice that supports your specific goals.
Tailored Solutions
We don’t take a one-size-fits-all approach. Our services are tailored to meet your unique needs and goals, aligning our guidance with what matters most to you.
Clear Communication
We simplify complex financial matters, providing clear explanations so you're informed and empowered to make confident decisions - without the jargon.
Proactive Advice
We go beyond compliance. Our proactive approach identifies opportunities and challenges early, helping you keep ahead in an ever-changing financial landscape.
Long-Term Relationships
We’re committed to lasting partnerships based on trust and expertise. We’re not just here for a transaction; we’re here to support you at every stage of your journey.