Enquiries and questionnaires

If, at this point, you just want further information about our services, feel free to phone us on 01342 826703 or email us. Our normal hours of business are 9am to 5pm, Monday to Friday

However, in order to become fully conversant with our clients' circumstances, we usually ask them to fill out one of our standard questionnaires. Should you be considering seeking our advice it would help us greatly if you did this in advance. Please bear in mind that this in no way commits you to any contract or financial outlay. Before this can happen, we would need to speak or meet with you to discuss what you would like us to do. During this conversation we would usually provide a quotation. We would then confirm everything in writing and send you a Fee Agreement. Up to this point, any advice we give would be free of charge. To proceed further you would sign the Fee Agreement and return it to Bromige.
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Please choose the appropriate form from the list below according to the type of advice you are seeking. The forms are available in email or pdf format. The pdf format is for those who would prefer to print the forms and post them - or bring them with you, if you already have an appointment.

Personal finance forms

To download the Personal Finance form click here

Forms for business & business owners

This form is not yet available online please send us an email

Forms for charities and trusts

This form is not yet available online please send us an email