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Full Name:
Date of Birth:
Address:
Email:
Phone:
Preferred Communication Method:
Email
Website Portal
Employment Status:
Employed
Self-Employed
Company Director
Retired
Other
Approximate Monthly Income (£):
Approximate Monthly Expenses (£):
Do you have any outstanding loans or significant financial commitments?
Yes
No
Amount currently available to invest (£):
Do you intend to invest via:
Lump Sum
Monthly Contributions
Both
Do you own a UK residential property?
Yes
No
If No - Are you looking to buy one in the future?
Yes
No
Are you a UK resident aged 18+?
Yes
No
Do you want to invest for a child?
Yes
No
– if yes, how many?
Are you a company director with a UK company?
Yes
No
Do you hold any existing pensions?
Yes
No
– if yes, please list
Primary investment goal:
Grow a lump sum
Create an income stream
Both
Investment approach:
Cautious
Balanced
Growth-focused
Time horizon
0-3 years
3-7 years
7+ years
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