Advisor / Technical Support
Our approach is to make life as simple as possible for advisors and clients alike - and in turn help get things done right first time. Here you will find details of what's new about our site and all the help and guidance you may require when it comes to the paperwork via our sample documentation.
If this is the start of our relationship please complete the Professional Client Agreement.In addition, we are very happy to assist with completion of documentation via "screen sharing" where we can chat yourselves and/or clients through any queries you may have.
Please contact our Business Development team on 0141 772 3365 for more details.