What Goals are you currently working towards?
How do you currently manage your cash flow, investments & tax?
Does your advisor work within any of these networks?
What would you like to be called?
What would you like to be called?
What would you like to be called?
Are you open to remote management for the 1st meeting?
Are you open to remote management for the 1st meeting?2
How are your current savings approximately allocated?
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What goals are you currently working towards?

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How do you currently manage your cash flow, investments & tax?

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How old are you?

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What is your Postcode?

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Are you open to remote management for the 1st meeting?

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How are your current savings approximately allocated?

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Do you have an ISA?

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Have you invested in

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What’s your estimated current household annual income?

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Which of the following best describes your investment objectives?

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If the market drops 25% over a month what would you do ?

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1000

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Clients Helped

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Asset’s Under management

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