Pre-appointment Questionnaire

To help us maximise your appointment time, it’s important we get a clear understanding of your current circumstances and financial priorities. Please complete the form and submit it. This applies even if your appointment has yet to be scheduled – we’ll be in touch shortly to arrange it.

Pre-appointment Questionnaire

To help us maximise your appointment time, it’s important we get a clear understanding of your current circumstances and financial priorities. Please complete the form and submit it. This applies even if your appointment has yet to be scheduled – we’ll be in touch shortly to arrange it.

    Name*

    Email*

    Phone*

    Age Range*

    Marital Status*

    Employment Status*

    If other please explain*:

    Annual Income*

    What’s the value of your investable assets?*

    What’s your home ownership status?*

    If other please explain*:

    What savings & investments do you hold already?* (tick all that apply)
    PensionISA/JISASavingsUnit TrustInvestment Property

    What are your key financial priorities* (tick all that apply):
    PensionsSavingEstate PlanningBusiness PlanningOther

    If other please explain*:

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    Wellesley together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see our Privacy Policy or the St. James’s Place Privacy Policy