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Application Form

What is your name?

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What is your email address?

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Which best describes you?

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Which best describes you?

A

Employed

B

Self-employed

C

Business owner

D

Other

Approximate household income (before tax)?

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Approximate household income (before tax)?

£60k - £100k

£100k - £150k

£150k - £250k

£250k+

What prompted you to look for clarity now?

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What is the single most important question you want answered?

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Which best describes how you currently feel about your finances?

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Which best describes how you currently feel about your finances?

Confident overall, but unclear on the details

Doing the right things, but unsure if it adds up

Anxious about whether I’m on track

Somewhere in between

Have you ever worked with a financial adviser/planner before?

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Have you ever worked with a financial adviser/planner before?

A

No

B

Yes, currently

C

Yes, in the past

This is a one-off clarity and modelling session. I do not recommend specific products or manage investments.
Is that what you’re looking for?

*

This is a one-off clarity and modelling session. I do not recommend specific products or manage investments. Is that what you’re looking for?

A

Yes — clarity and direction only

B

No — I want product recommendations / investment management

If accepted, this is a £497 investment in yourself. Is that within reach for you right now?

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If accepted, this is a £497 investment in yourself. Is that within reach for you right now?

A

Yes

B

No