So we can understand your business and exact requirements, after you have signed up we ask you to complete our Welcome Pack. Most customers opt to do this using our simple online questionnaire however we know that some prefer to do things over the phone or may find it hard to express your thoughts in a form. If this sounds like you then we recommend our Assisted Welcome Pack add-on.

If you choose to add the Assisted Welcome Pack to your package, once you have signed up we will contact you to arrange a telephone call where we can go through your pack. On average this call takes around 30 minutes. An added bonus of the Assisted Welcome Pack is that you can interact with your adviser who will help you shape your ideas and suggest things you may not have thought about at all.