What Goals are you currently working towards?
Why do we ask this?
Buy my 1st home
Handle budgeting and start regularly saving
Improve my investment returns
Build Wealth tax-efficiently
Plan for children
Retirement Planning
Estate Planning
Other
How do you currently manage your cash flow, investments & tax?
I manage it myself
I have a mixture of robo-advisors
I have a financial advisor
I don’t know
Does your advisor work within any of these networks?
Fisher Investments
St James Place
What would you like to be called?
What would you like to be called?
What would you like to be called?
Under 30
30s
40s
50s
60s
Are you open to remote management for the 1st meeting?
Yes, video and phone works well for me
No, I prefer to meet in persons
No preference.
Are you open to remote management for the 1st meeting?2
Yes, video and phone works well for me
No, I prefer to meet in persons
No preference.
How are your current savings approximately allocated?
Back
Next
Roger that, Houston
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Services
Finance
Investing
Match
What goals are you currently working towards?
Buy my 1st home
RSU planning
Budgeting and regularly saving
Improve my investment returns
Tax-efficient planning
Plan for children
Retirement planning
Estate planning
Other
previous
Next question
Services
Finance
Investing
Match
Where are you based
The United Kingdom
The United Arab Emirates
Other
Are you open to remote management for the 1st meeting?
Yes, video and phone works well for me
No, I prefer to meet in persons
No preference
What is your postcode?
Which City are you based in?
At the moment we can only help peopled based in the UK or the UAE. Please complete the questionnaire and we’ll be in contact if we can help
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Finance
Investing
Match
Your details
Firstname*
Lastname*
Email*
Phone Number*
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Services
Finance
Investing
Match
How do you currently manage your cash flow, investments & tax?
I manage it myself
I have a mixture of robo-advisors
I have a financial advisor
I don’t know
Does your advisor work within any of these networks?
Fisher Investments
St James Place
Other
Do you have a preference for what type of adviser you would like to work with?
Independent
Network
Non preference/unsure
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Services
Finance
Investing
Match
How old are you?
Under 30
30s
40s
50s
60+
Prefer not to say
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Services
Finance
Investing
Match
Are you open to remote management for the 1st meeting?
Yes, video and phone works well for me
No, I prefer to meet in persons
No preference.
previous
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Services
Finance
Investing
Match
How are your current savings approximately allocated?
cash
£
0
Investments
£
0
Retirement Accounts
£
0
Home / Real Estate
£
0
Other Investable Assets
£
0
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Finance
Investing
Match
Do you have a Pension ?
Yes
No
Don't know
How many pension pots do you have
Pots
$
0
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Investing
Match
Have you invested in
Venture Capital Trusts
Private market investments
Enterprise Investment Schemes
None of the above
I'm not sure
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Finance
Investing
Match
What’s your estimated current household annual income?
Current household income
£
0
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Finance
Investing
Match
What’s your profession?
Select
First choice
Second choice
Third choice
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Investing
Match
Which of the following best describes your investment objectives?
Preserving principal
Generating some current income and growing my assets
Growing my assets substantially
I'm not sure
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Services
Finance
Investing
Match
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Dominique Brown
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You’re in good hands!
1000
+
Clients Helped
£
600
Million
Asset’s Under management
10
Years
Average advisor experience
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