Let’s start with the basics…

To match you with the right adviser, we need a clear picture of your investable assets. Please choose the range that best represents your total assets, including pensions, investments, cash and any recent inheritance.

Estimated investable assets(Required)

What would you like to achieve?

Select everything that applies. This helps us understand your priorities and match you with advisers who specialise in the areas that matter most to you.

What would you like to achieve?(Required)

Grow my investments

Protect my wealth

Plan for retirement

Review or consolidate my pensions

Reduce tax / inheritance tax

Get a second opinion on my current portfolio

Something else

Please tell us a little more

This helps us direct your enquiry to the most suitable adviser

What has prompted you to look for advice today?

Select all the reasons that apply. This helps us understand your situation and pair you with an adviser who works with clients like you every day.

Why are you here today?(Required)

I have recently come into money and want help managing it

I am holding too much cash and want better returns

I am unhappy with my current adviser

I want help planning for retirement

Another reason

Your details

Lastly, please provide your location and contact details. This allows us to connect you with the most suitable adviser and follow up with your tailored recommendations.

Name(Required)

Prefix First Last

Phone(Required)

Email(Required)

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Address(Required)

Your Date Of Birth(Required)

Please input date for e.g. 07/01/1973

Employment Status(Required)

How We Use Your Data

When you complete this questionnaire, we use your information solely to understand your financial priorities and identify the most suitable regulated adviser for your needs. Your details are reviewed securely by our Client Liaison team and matched to an adviser who has the right experience for your situation.

We only share your information with one carefully selected, FCA-regulated adviser for the purpose of arranging your introductory conversation. We do not sell your data, pass it to multiple firms, or use it for any unrelated purposes.

Your information is processed under the lawful basis of legitimate interest and handled in accordance with UK GDPR. You remain in full control of your data and can request access, correction or deletion at any time.

For full details, please read our Privacy Policy.

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