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I need help with… *

I’ve recently come into a pot of money and I need advice
I am unhappy with my current advisor
I need to structure my assets in a tax efficient manner
I would like to try and make my cash savings work harder
I am planning on retiring soon
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I want… *

Someone to make all of the investment decisions on my behalf (Discretionary)
To make all of the decisions myself (Execution-Only)
To be provided with ad-hoc advice on individual investments (Advisory)
I’m not sure

Why are you unhappy with your wealth manager? *

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Brand
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Tell Us More…

How much do you have to invest or currently have invested? *

£10,000 – £50,000
£50,000 – £250,000
£250,000 – £1,000,000
£1,000,000 – £5,000,000
£5,000,000 – £10,000,000
Over £10,000,000

are Email much

How old are you?

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Experience

How much investment experience do you have? *

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Objectives

What are your investment aims?

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Income
Total Return (Growth + Income)
I’m Not Sure

Finally, which services are you interested in from an advisor?

Investments
Tax Planning
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Mortgage Advice
Protection & Insurance

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