Becoming a Client
The first meeting
We would be delighted to meet with you to discuss your needs and how we can be of service. To arrange an initial no-obligation meeting, or an informal chat, please call us on 020 3551 680. Alternatively, please email firstname.lastname@example.org.
The next steps
Following our initial meeting, where we will discuss with you your aspirations and personal requirements, we will provide you with a written fee quote and a proposal for working together.
Engaging with Streets ISA
Having chosen to become a Streets ISA client, and as part of our professional code of conduct and good practice, we will then send you a ‘letter of engagement’. This confirms in detail the work we are to undertake on your behalf, who will be handling your affairs and the fees to be charged.
We are required by law to obtain proof of your identity, a process which will be explained to you fully upon engagement.
Who will be looking after me?
All clients have a Streets ISA Director as their principle point of contact. In addition, your Partner will be supported by managers and an assistant, who with their technical skills and qualifications, form part of your team and support. As and when required, your Director or Partner may also draw on the expertise of fellow partners and colleagues from across the Streets ISA organisation.
What if I have an accountant already?
If you have outgrown your existing accountant or are looking for someone who understands your industry and can provide you with more specific advice on tax savings and business in general, then Streets ISA is the firm for you.
We appreciate that the decision to change is not always an easy one and that it is not an everyday occurrence. You can be reassured that the move is less daunting than you might first think. Certainly, Streets ISA’s’ primary concern is to make the switch as easy as possible.
A key aspect of our work is ensuring we are familiar with your accounting procedures and systems, and that from a very early stage we understand your business and needs.
Part of this process involves us writing to your current accountant, on your behalf, and asking them to provide us with information about your affairs and paperwork to ensure the transfer is as seamless and smooth as possible. Ordinarily there is no cost incurred in handing over the information or in us gaining professional clearance to act for you.