Savings & Investments Pre Appointment Questionnaire

In advance of your upcoming appointment, please complete the questionnaire below to allow your Advisor best prepare for your meeting.

Submit here!

Savings and Investments Wendy Thompson

Personal Details

First Name:

Surname:

Date of birth:

Email:

Mobile:

Employer Name:

Your Objectives

Please outline your overall objectives with your savings:

How much are you looking to invest?

How much would you like to save monthly?

What are these funds for?

How long do you want to invest for?

Where do you currently save / invest?

Your Needs

Considering when you feel you may need access to these funds, please divide your savings into 3 Pots:

Short Term (1-5 years) For Example: New car / Home Improvements

Medium Term (5-10 years) For Example: Children's education

Long Term (10 years plus) Example: Retirement / Future care needs

If you are human, leave this field blank.

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