Self Serve

Welcome to the ‘Self Serve’ area of our website.

Many of our clients have very straightforward requirements or wish to take more responsibility for arranging their own affairs. As part of our commitment to helping solicitors’ clients we designed this service so that the fees associated with face to face regulated investment advice would not become a barrier or prohibitive to us helping solicitors to help their clients.

If you are an existing client of our self serve proposition, you can be taken to the sign in page by clicking the button below.