The following online fact finds gather information about you that we use in giving you financial advice.  All three are important but not all sections will be relevant to you.  Please click on each part, fill in the form as best you can and press the submit button, if you fill your email in on each form you will receive a copy of the information you have entered by return email. Please ensure you fill your name and email in on each form to distinguish you from other clients.

Each of these forms will open in a new window:

Part 1 - General details, family, will, employment, income and expenditure, assets and liabilities.

Part 2 - Income & family protection, planning for retirement, financial objectives and priorities

Part 3 - Your attitude to investment risk

Data Protection.  Information provided by you may be held, processed, disclosed and used by us, professional advisers and any associated companies in servicing our relationship with you.  However, strict confidentiality will be maintained at all times.  It is understood that, unless you notify us otherwise, you agree to the storage, use and disclosure of such information.   This information may be disclosed to third party product providers in the course of providing our analysis and servicing of our relationship with you.  No information will be passed to another party without your prior consent unless we are legally obliged to do so.  You also agree that for the purposes described above your data may be transferred to countries outside the European Economic Area (EEA).  We may use and analyse your data, including the nature of your transactions, to provide you with information by post, telephone fax or e-mail to service and update you, as well as informing you of new investment opportunities. However we will not pass your information to any third party for this purpose.  Please inform us if you do not wish to receive details from ourselves.