The purpose of an Enquiry Form is to gather information about your financial situation and your goals for the future. This is the initial step towards creating a financial report for you and getting on the right track. What does an Enquiry Form look for and what information you will need to provide? When we first have a chat over the phone or Zoom, etc., we will give you clear instructions what you need to do.
You have an option to complete the Enquiry Form online in your own time through a secure portal. We will send you login details.
Alternatively, we can arrange a call to compete the Enquiry Form together.
We have included here a Sample Enquiry Form to give you an idea what information we will be looking for.
Sample Enquiry Form