New clients

If you come to us for help and advice we will need you
to give us certain information:

• proof of your identity (passport or drivers licence).
• proof of your address (utility bill).
• basic information about your business.
• a verbal summary of what you want us to do for you.
• a verbal summary of your financial affairs.

We look forward to meeting you, hearing about your business, your plans for the future and discuss how we can help you achieve them.