Waiting List

We’ve been lucky enough to be blessed with many amazing clients, and even luckier that those clients want to keep working with us, year after year.

We want to make sure we continue to serve the clients we have, and the clients we will have, thoughtfully and professionally, giving everyone the time they deserve. Of course, our own time is limited to the mere 24 hours a day that everyone has, which has meant that we’ve had to create a waiting list to ensure that we can keep the promises we make.

If you would like to join that list, please complete the following form, so we can get to know you better. Our administrators will contact you in the next few days. We understand that our waitlist may not always be suitable for your circumstances. If that’s the situation you’re in and you’re considering contacting a different Financial Planner, we’re glad to suggest any of the other great planners listed on the Advice Only Planners site.