Client Profile - Private and Confidential
Thank you in advance for taking the time to complete this short questionnaire.
In order to provide you with the best possible service it is vital that I build an understanding of your current situation and the areas in which I can best be of assistance.
This questionnaire represents the first step on your financial journey.
The purpose of the questionnaire is two-fold:
1. It will help me to prepare for our first meeting, ensuring that I have an understanding, in your own words, of your situation and the reasons why you are seeking my help.
2. It will help you to identify other important issues for discussion.
I build my client relationships based on the following principles: