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Free preliminary assessment Book a private meeting

Step 1 of 4 · Preliminary assessment

A confidential evaluation, not an application.

This covers your work history, education and financial position. Please answer as accurately as you can. We use it for one purpose: deciding whether we can genuinely help and, if so, which programs to shortlist. We never ask for account numbers or documents at this stage; broad ranges are enough.

1About you
2Work & education
3Financial parameters
4Your goals

About you

Who we’ll be corresponding with.

Work & education

A quick picture of your professional background.

Financial parameters

Broad ranges only: no account numbers or statements, ever.

Your goals

What are you hoping to achieve, and for whom?

Thank you. Your assessment is with us.

A member of the team reviews every submission personally. If we can genuinely help, we’ll follow up by email within two business days with a shortlist of programs and next steps. If we can’t, we’ll say so plainly.

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