Page 1 of 1

Private Consultation Request

To help determine whether we’re a good fit to work together, please answer a few brief questions. This takes around 60 seconds

What’s your full name?

*

What’s your email address?

*

What’s your mobile number?

*

Which of the following best describes your situation?

*

Which of the following best describes your situation?

A

I’m looking for long‑term financial planning

B

I want advice on pensions or retirement

C

I want to review or consolidate existing investments

D

I’m looking for a second opinion on my current adviser

E

I’m exploring options and want to understand what’s possible

Roughly what level of investable assets are you looking to plan for?

*

Roughly what level of investable assets are you looking to plan for?

A

Under £100,000

B

£100,000–£250,000

C

£250,000–£500,000

D

£500,000–£1M

E

£1M+

Do you currently have any pensions, investments, or existing arrangements you’d like reviewed?

*

Do you currently have any pensions, investments, or existing arrangements you’d like reviewed?

A

Yes

B

No

Please give a brief outline of what you currently have (optional).

*

How soon are you looking to make progress?

*

How soon are you looking to make progress?

A

Immediately

B

Within the next 3 months

C

Within the next 6 months

D

Just exploring

Where are you currently based?

*

What would you like to achieve from working together & have you worked with a wealth manager before?

*

If your enquiry is suitable, are you happy for me to contact you to arrange a consultation?

*

If your enquiry is suitable, are you happy for me to contact you to arrange a consultation?

A

Yes

B

No

Thank you — your request has been submitted. If your enquiry is a good fit, I’ll be in touch shortly to arrange a consultation.