Pensions Form
This is a major heading
Pension Enquiry Form
This enquiry form is for clients/enquirers who wish to discuss a Pension with a qualified investment adviser. Due to the nature of investment advice, it is important to fully determine a clients attitude to investment risk and this is not to be dealt with lightly. Completion of this enquiry form WILL result in contact being made to the enquirer. However, your initial requirements can be discussed informally over the telephone without any obligation.
Completing this form
Pension advice is a complex, time consuming business. It will entail the collation of a great amount of data and therefore the provision of as much information as possible in the text box would be very helpful. Advice can either be fee based or commission based and the basis of payment will be determined at the first meeting which is an exploratory meeting for the collection of data. The first meeting is without charge.