Getting started with the LifeWealth Design service is simple.  Choose from one of the following three options:

1 - pick up the phone and call us on 01483 274566.  We will be happy to answer any questions you have about the LifeWealth Design service and send you our new client welcome pack.

2 - email lifewealth@icl-ifa.co.uk with any questions you might have and we can email you our initial welcome pack.

3 - download our new client welcome pack, complete the basic details and send it back to us by email or in the post.  Tip - right click on that link and select 'save as' to download.

Once you have completed the contents of our new client welcome pack (consisting of a simple financial questionnaire, our client agreement letter and risk profile questionnaire) we will then arrange an initial meeting which is without charge of obligation.

Following the first meeting we will write to you with our letter of engagement setting out the services we can provide and the associated costs of these services.