Tell us about yourself - Client Review Software

If you are using Microsoft Windows then you can install the Client Review Software. This enables you to fill in details about yourself, your family and your financial details. This will then be encrypted and emailed to us to enable us to work on your financial situation.

You should talk to us before using it.

The software is provided free of charge by a third party and comes without warranty or support.
 

Please use the following instructions for download, installation and support. Please be aware that the download file is about 8Mbytes.
 

Click here to download the Client Review software.

A dialogue box will appear asking if you would like to "Run" the file or "Save" it to disk.
Select the "Save" option and choose where you would like to store the installation program.
Please make a note of the location as this will be needed later.
Once you have selected the location, the file will download.
When the download is complete you simply need to locate the file on your hard disk and run it.
The installation procedure will then start.
Follow the on-screen instructions to complete the installation.

The Client Review icon should now be placed on your computer´s desktop.