Convenience of booking your meeting no matter your location. You will also be able to record your progress meeting with Dominique for further reference and use. We now use zoom for these meetings.

Just want to quickly check-in or have a quick question answered. Book in your phone call with Dominique now, this link allocates 30 minutes.

We will ask you to complete this form if we are not the advisers on all of your accounts.

On a regular basis we will ask you to complete this online questionnaire. This we will measure against past responses to ensure that your current products and investments remain suitable for your needs.

Each year your need for insurance coverage changes. Some years it will go up, another child in the family, or other years your required level of cover will go down, perhaps you have sold an investment and paid a lump sum off your mortgage. This we need to keep track of to make sure that if a rainy day occurs you have the right level of cover.