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We'll read through what you've sent and confirm whether your requirements are a good fit. We'll come back to you within two working days.

If your requirements look like a good fit, we'll arrange a brief call to confirm scope, answer questions, and confirm whether we're the right fit.

If we both decide to proceed, we issue an Engagement Letter, complete identity verification as required under Anti-Money Laundering regulations, and set up billing. Where applicable, we also seek professional clearance from your previous adviser before work begins.

Once onboarding is complete, work begins.