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Becoming a client

Giving you the financial future you deserve

Step 1. contact us

Step 1. contact us

The first step of the process would be for you to make contact with us. We are available on the phone, via email or by letter.

Step 2. personal meeting

Step 2. personal meeting

We understand not all people are the same and that you will have unique requirements. One of our management team will meet you to discuss your situation and how Stanbridge could help. We will be really keen to get to know you and your ambitions for the future.

Step 3. welcome pack

Step 3. welcome pack

After our initial meeting, should you wish to proceed, we will send you our famous welcome pack. In here, we do need your signature on a few documents to allow us to start working on your behalf.

Step 4. relationship

Step 4. relationship

Once on board we assign you a dedicated team to serve your needs. You have contact with each member of the team including your Stanbridge director.

Step 5. review & evaluate

Step 5. review & evaluate

We keep in regular contact always ensuring your finances work for you and your personal goals. As and when circumstances arise we can help with specific and effective advice tailored to your needs.