Client meetings are held at our offices (close to the village of Hurst).
To get the best results from any meeting please complete and return any forms we send you in advance of the meeting.
Risk Profile Questionnaire
Investment Planning is very sophisticated these days, completion of this form enables us to assess how best to combine a mix of different assets for someone of your investment personality.
If you have a partner, please complete one questionnaire each, independently.
More About You
This allows you to state what your key objectives are, and to prioritise them. The additional pages allow you to expand upon this.
Data Form
This 1 page form provides us with your contact details.
Other (Optional) Paperwork
Copy of your Wills
Copy of any Pension or Investment Statements
Copy of any Life Insurance Policies
Money Laundering
Under Money Laundering Rules and regulations, we are required to see some form of identification, such as passports, recent utility bill and or driving licences.
You could of course simply pop in and have a chat but we believe you will get more out of the meeting if we have the forms completed.
We look forward to meeting you …