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Popular Personal
Example Questions & Answers
Have you used financial advisor services before?
No
How confident are you managing your finances?
Not confident
How old are you?
30-49
Which service(s) do you require?
Retirement planning
What is your approximate annual income before tax?
£10,000 to £19,999
What is the approximate total value of your cash savings and other investments?
Less than £10,000
How would you like to receive this service, remotely or in-person?
I don’t mind, either are fine
Have you used financial advisor services before?
Yes
How confident are you managing your finances?
Somewhat confident
How old are you?
30-49
Which service(s) do you require?
Pensions & Annuities
What is your approximate annual income before tax?
£20,000 to £29,999
What is the approximate total value of your cash savings and other investments?
£100,000 to £249,999
How would you like to receive this service, remotely or in-person?
I don’t mind, either are fine
Have you used financial advisor services before?
Yes
How confident are you managing your finances?
Somewhat confident
How old are you?
30-49
Which service(s) do you require?
Investment advice, Mortgage advice, Pensions & Annuities
What is your approximate annual income before tax?
£50,000 to £79,999
What is the approximate total value of your cash savings and other investments?
£50,000 to £99,999
How would you like to receive this service, remotely or in-person?
I would prefer in-person
Have you used financial advisor services before?
No
How confident are you managing your finances?
Somewhat confident
How old are you?
60 or older
Which service(s) do you require?
Tax planning
What is your approximate annual income before tax?
£10,000 to £19,999
What is the approximate total value of your cash savings and other investments?
£250,000 or more
How would you like to receive this service, remotely or in-person?
I would prefer in-person
Have you used financial advisor services before?
No
How confident are you managing your finances?
Not confident
How old are you?
50-59
Which service(s) do you require?
Retirement planning
What is your approximate annual income before tax?
Prefer not to say
What is the approximate total value of your cash savings and other investments?
£10,000 to £49,999
How would you like to receive this service, remotely or in-person?
I don’t mind, either are fine
Have you used financial advisor services before?
Yes
How confident are you managing your finances?
Somewhat confident
How old are you?
50-59
Which service(s) do you require?
Mortgage advice, Tax planning
What is your approximate annual income before tax?
£80,000 or more
What is the approximate total value of your cash savings and other investments?
£250,000 or more
How would you like to receive this service, remotely or in-person?
I would prefer in-person
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