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Popular Personal
Example Questions & Answers
What is your approximate annual income before tax?
£10,000 to £19,999
What is the status of your main residence?
Owned with a mortgage
What is the approximate value of your cash savings and other investments?
£30,000 to £49,999
Which of the following do you want help with?
General financial planning, Property, Retirement planning
How much are you looking to invest?
£25,000 - £49,999
What returns are you wanting to achieve
3% - 6%
When are you wanting to invest?
Within a month
What is your approximate annual income before tax?
£50,000 to £79,999
What is the status of your main residence?
Owned outright
What is the approximate value of your cash savings and other investments?
£10,000 to £29,999
Which of the following do you want help with?
Property
How much are you looking to invest?
£10,000 - £24,999
What returns are you wanting to achieve
6% - 9%
When are you wanting to invest?
I would like to discuss this with the professional
What is your approximate annual income before tax?
Less than £10,000
What is the status of your main residence?
Other
What is the approximate value of your cash savings and other investments?
Less than £5,000
Which of the following do you want help with?
Investment review
How much are you looking to invest?
Less than £5,000
What returns are you wanting to achieve
I don\'t know
When are you wanting to invest?
ASAP
What is your approximate annual income before tax?
£20,000 to £29,999
What is the status of your main residence?
Other
What is the approximate value of your cash savings and other investments?
£100,000 or more
Which of the following do you want help with?
Mutual funds
How much are you looking to invest?
£25,000 - £49,999
What returns are you wanting to achieve
3% - 6%
When are you wanting to invest?
I would like to discuss this with the professional
What is your approximate annual income before tax?
£50,000 to £79,999
What is the status of your main residence?
Owned with a mortgage
What is the approximate value of your cash savings and other investments?
£10,000 to £29,999
Which of the following do you want help with?
Mutual funds
How much are you looking to invest?
£10,000 - £24,999
What returns are you wanting to achieve
3% - 6%
When are you wanting to invest?
Within a few months
What is your approximate annual income before tax?
£30,000 to £49,999
What is the status of your main residence?
Owned outright
What is the approximate value of your cash savings and other investments?
£10,000 to £29,999
Which of the following do you want help with?
Retirement planning
How much are you looking to invest?
£100,000 +
What returns are you wanting to achieve
6% - 9%
When are you wanting to invest?
I would like to discuss this with the professional
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