Client Profile - Private & Confidential
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Thank you in advance for taking the time to complete this short questionnaire.
In order to provide you with the best possible service it is vital that we build an understanding of your current situation and the areas in which we can best be of assistance. This questionnaire represents the first step on your financial journey. The purpose of the questionnaire is two-fold: 1. It will help us to prepare for our first meeting, ensuring that we have an understanding, in your own words, of your situation and the reasons why you are seeking our help. 2. It will help you to identify other important issues for discussion. |
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Click here to better understand our ethos and commitment to client servicing.
