Step 1 - We get to know you

We’re here for you. You’ll find our contact details all over this website, we are not an internet company and we welcome calls and e-mails from you. We’re happy to deal with any query, large or small, and we’ll take as much time as you need us to.

We understand that your situation is unique. So we won’t offer advice until we have a clear picture of your circumstances, aims and timings.  To help us build that picture, we talk to you or visit you but to help us get started we do ask you to fill in our online questionnaire and e-mail it back to us. If you’d rather download the form and then post your completed details to us, please do.  The information you give us helps us choose the person in our team whose experience is most relevant to your situation. You can be sure we’ll keep everything in the strictest confidence.

Step 2 - You appoint us

When we fully understand your needs, we’ll give you an outline recommendation of our services – with no obligation to you.  It is then up to you to decide whether you want Siddalls to help you with your finances.

Step 3 - You get a personal report

We research the financial markets and provide a bespoke report for you. We charge a fee for this report but can also work on a commission basis should you want to purchase any financial products detailed in the report. Some people work with us on a part fee / part commission basis – the choice is yours. We do not make any charges without agreeing them beforehand with you.

Step 4 - We work together

On your approval, we carry out the recommendations in the report.

Step 5 - We continue to support you

We provide you with continuous service and support.

We don’t rush you. The way you manage your finances will have a major influence on how successfully you settle abroad. So we help you to plan carefully, and make full use of our expertise.