How it works
A guided route, at your own pace
You complete the information online. We do the careful checking, the preparation and the follow-up.
- 1
Complete your information
Work through simple, clearly explained questions online.
- 2
Speak with your adviser
We review your answers and arrange a private consultation.
- 3
We prepare your documents
Your verified information is entered into our professional document-production system.
- 4
Receive and sign
We send your documents with clear instructions and support.
What to expect along the way
- The questionnaire is divided into short stages, each with plain-English help text.
- Your progress is saved automatically, so you can stop and continue whenever suits you.
- Nothing is filed anywhere until you have reviewed a full summary of your answers.
- After submission you receive a case reference and a confirmation email.
- Your adviser reads everything and raises anything that needs clarifying before preparation.
- Documents are posted to you with step-by-step signing and witnessing instructions.