How does onboarding work?

Onboarding is simply how we get to know you and what you would like to put in place. It starts small: tell us what you need, answer a couple of quick questions, and we set up your private account. That takes a couple of minutes.

From there, everything you tell us is saved to your account as you go. Carry on straight away or come back whenever suits you, on any device. You can chat with our assistant or use a simple form, and switch between the two whenever you like.

If life gets busy, we send the occasional friendly reminder, and if you would like a hand, someone from our team is happy to help.