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Are you able to meet for a discussion or do you prefer phone or email (required)
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How much time can you commit to discuss this initially? (required)
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Do you require a simple initial discussion or more comprehensive (chargeable) audit which will help outline your long term goals? (required)
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In Confidence

Roughly how much money are you looking to invest in the near future?

What proportion do you estimate this to be of your total assets/wealth?

When do you anticipate wanting to start withdraw your investment?

Is there any proportion of this investment that you are willing to consider for higher return/higher risk asset types?