Full Name

Email *

Phone *

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How many pension pots do you have currently? (an estimate is fine)

1-2

3-4

5+

What is the estimated total value of your pension pots? *

Select a Range

Less than £25k
£25k-£50k
£51k-£100k
£101k-£150k
£151k-£200k
£201k-£250k
£251k-£300k
£301k-£400k
£401k-£500k
£500k+
No elements found. Consider changing the search query.
List is empty.

Do you have any other assets? (not including your primary residence) *

Investment Property (e.g., a buy-to-let or holiday home)

Stocks and Shares ISA

Cash ISA

General Investment Account (GIA)

Premium Bonds

Significant Cash Savings

Workplace Share Schemes (e.g., SAYE, SIP)

Ownership stake in a private business

Investment Bonds or Life Insurance policies

High-Value Collectables (e.g., art, classic cars, watches)

I am expecting a significant inheritance

What is the estimated total value of these assets? *

Select a Range

Less than £10k
£11k-£25k
£25k-£50k
£51k-£100k
£101k-£200k
£201k-£300k
£301k-£400k
£401k-£500k
£500k+
No elements found. Consider changing the search query.
List is empty.

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