Clients who have records in other mediums, or have engaged other advisers previously and now wish to engage our services are known as ‘Takeovers’. We are happy to engage with such clients. Takeover clients are subject to a takeover fee which is available on request. This fee varies according to the work involved in capturing the opening balances.
Please call us or request a call back and one of our advisors will be happy to discuss how best we can move forward with you.