Steps to becoming a client

Before you become a client, you will want to meet us and be assured that we are the right people for you - and we will want to be sure that we can help in your situation.

The first step therefore is for you to make contact with us, so that we can arrange a meeting at a mutually convenient time and place.  This first meeting is always at our expense.

You can contact AWA by phone,  e-mailing,  writing,  visiting our offices (see our Contact page), or most conveniently by registering through our website.  Just click on the Registration button to the left of this text.

This will take you to a screen asking for basic contact details, and to a second screen asking you to identify your financial priorities.  If you don't complete it all first time, don't worry.  You will be given a username and password to enable you to log back in and complete or amend your details whenever you like. 

Once logged in you can use a number of enquiry forms to contact us, or you can print forms which we might ask  for as part of our information gathering.

Once you have become a client you will have access to the Clients-only area of our site, where you will have 

• useful financial data and factsheets
• document downloads
• screens for you to input your full financial situation, so that we are better informed to advise you
• access to a summary of your portfolio

Now click the 'Registration' button on the left.  We look forward to being able to help you plan your financial future.