Frequently Asked Question

How do I switch from an existing adviser?

You should first consider the terms of your engagement with your existing adviser. If there are no obvious reasons you cannot switch your adviser, you can simply provide instructions to your existing adviser of your intention to leave in accordance with the terms.


With regard to your information, we believe the most efficient path is for you to retrieve your information from your existing adviser. This saves us having to demonstrate authorisation to request the same information from them, which may take much longer.

We are able to, with your prior authorisation, request information from providers you have transacted with.

FAQs

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If you still have an unanswered question or require more clarity about something, please do not hesitate to get in touch with us. We will be happy to help.

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