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In order for our initial meeting or phone call to be both productive and enjoyable, please complete this simple form below.
Full Name(s)
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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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