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Chartered Financial Planner
Certified Financial Planner CFPCM
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Interested in becoming a client?
In order for our initial meeting or phone call to be both productive and enjoyable, please complete this simple form below.
How can we help?
What is your main financial concern currently?
What are your high level aspirations?
Have you previously worked with a financial adviser? If so, how did it go?
What are your hobbies/passions?
What is your approximate current income(s)?
If you were to retire next month, how much monthly income would you require to live a comfortable and dignified retirement? (Assume your mortgage is cleared).
What is your approximate current liquid assets (pensions/ISAs/cash savings). Please exclude any property
What is your approximate current liabilites/debts? e.g.mortgage, loans, credit cards.
Anything else you wish for us to know?
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