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Steps to becoming a client

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

You can do this by phoning us, by e-mailing us, by writing to us, by visiting our offices (see our Contact page) or, by registering through our website. 

This way we can start to obtain some basic details about you, and enter these on to our on-line database. 

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 

Don't worry if you don t complete it all the first time - 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 range of enquiry forms to contact us, or print off forms which we might ask you for in order to advise you further.

Feel free to try out this area before you use it - simply click on the Client Login button at the top left of this page, and log in with the username of 'tcpifa1' and password of 'guest1'

We look forward to being able to help you plan your financial future.

 


Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

The County Partnership is a trading name of The County Partnership Ltd which is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 467629

 
The information contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK only.