Becoming a client of JP Blackmoor is simple and straightforward. We believe great relationships start with good conversations, so our process is designed to help us get to know you, understand your goals and show you exactly how we can support your business.
5 simple steps towards a great decision
- Book your discovery meeting
Start by scheduling a discovery meeting with JP Blackmoor using the link below. - We’ll get ready for you
Before we meet, we’ll ask for a few details so we can prepare properly and make sure our conversation focuses on what matters most to you. - Let’s have a chat
During your discovery meeting, we’ll talk about your goals, what you need from an advisor and how we can best support you. - Your proposal and personalised video
After the meeting, we’ll put together a tailored proposal and send it to you by email, along with a short video explaining how everything works and what happens next. - You say yes and we get to work
Once you’re happy (and we think you will be), you can approve the proposal digitally and we’ll get things moving straight away.
Changing accountants
Switching accountants is easier than you might think, and we’ll guide you through every step.
- Approve your proposal
Once you’ve approved your proposal with JP Blackmoor, we’ll begin your onboarding process. - Email your previous advisor
We’ll provide a simple email template for you to send to your current accountant, keeping things quick and easy. - We take care of the handover
JP Blackmoor will contact your previous accountant directly to request all the necessary handover information. - We support you throughout
Our team will keep you updated and make sure everything runs smoothly. In most cases, it only takes a couple of emails before you’re all set.
Ready to take the next step?
Book your discovery meeting today. We’d love to learn more about your business and explore how we can help you achieve your goals.