This short form should take approximately 5 minutes and is a very useful stage in helping us at Purpose FP determine how we can help you. Thank you for your time.

Name *

First Name

Last Name

Email *

How did you hear about us? *

Referred by an existing client

Referred by my accountant

Social media/website

Other

Have you worked with a financial adviser before?

Yes

If yes, what was positive about the experience?

What could have gone better?

What, if any, is your biggest financial concern at the moment? *

Where would you like to be financially in three years' time? *

What does money mean to you?

If you were to retire next month, how much monthly income would you need to live a fulfilled and enjoyable retirement? Assume your mortgage is cleared.

Not including your home, roughly, what is your household's total asset position? This would include cash savings, pensions, investments, etc. *

£0 - £100k

£100k - £250k

£250k - £500k

£500k - £1m

£1m +

Thank you!

Purpose Financial Planning

5 South Charlotte Street
Edinburgh EH2 4AN

0131 380 5712

hello@purposefp.co.uk

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Purpose Financial Planning Ltd is an Appointed Representative of ValidPath Ltd which is authorised and regulated by the Financial Conduct Authority (FCA). ValidPath Ltd is entered on the FCA register (www.fsa.gov.uk/register/home.do) under Reference Number 197107. The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. Purpose Financial Planning Ltd, 5 South Charlotte Street, Edinburgh, EH2 4AN. Registered in Scotland, Registered No. SC738013.

Andy is a Chartered Financial Planner & holder of the prestigious title of Fellow of the Personal Finance Society. The fellowship is the highest qualification awarded by the governing body. Please click on the links in the “Who are we?” page for his qualifications and statement of professional standing.