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Becoming a Hazlewoods Client

We aim to make it as easy as possible for new clients to join us. Here is a quick step-by-step guide to show you how the process works.

Step 1: Get in touch

If you think you need our services, please let us know. The fastest and easiest way is to send us a message via our contact page. We will then call you back to establish some key facts and, if appropriate, to arrange an initial meeting. If you prefer, please contact any of our partners directly, or phone your nearest Hazlewoods office.

Step 2: Initial meeting

Once we have some basic information we will arrange an initial meeting. We use this to answer your initial questions and to learn about your business priorities and personal needs. After this we will provide you with a free quote which will set out the charges we will make for the services that you require.

Step 3: Delivering our services

As a Hazlewoods client your first point of contact will be a dedicated engagement partner. This person’s role is to oversee the provision of the services and advice you need. As our relationship develops, your engagement partner may introduce you to relevant Hazlewoods specialists and partners.

Step 4: Transferring your records

If you already have an adviser, we will make it as easy as possible to move to us. The transfer is usually simple and we will write to your existing adviser(s) to initiate it. The process is quite straightforward, does not cost you anything and we will let you know when it is complete.

Step 5: Completing the process

Once the above steps are complete, we will ask you to sign and return our engagement letter, which sets out our terms and conditions. We will also need to complete a few additional compliance procedures covering money laundering and proof of identity. We can then start to build a long-term relationship, based on an intelligent and informed understanding of your personal and business aspirations.