As an adviser-led business, we do require all clients to have an appointed financial adviser. If you wish to change your financial adviser, you are able to do so by completing and wet signing a Change of Adviser form. Please note that any new adviser must have terms of business set up with us before we are able to appoint them as your adviser.
To query if an adviser already has terms of business with us, please email us at [email protected].
If you have been unable to reach your financial adviser, or have any concerns regarding your adviser, please email us and we will assist you in any way that we can.
