Financial Status

If you want personal advice we need to know enough about your financial circumstances to decide what might be suitable

If you want to use our services as a Professional Investment Adviser, you should send us the Personal Adviser e-mail describing your needs and investment background. As mentioned there, we may need more detailed information about your financial circumstances in order to take into account risk and suitability considerations when making recommendations to you. To see if this applies to you, press the Status button before sending that form. If it does, please provide as much relevant information as you can here.

Personal Factors
Age	Employment		Dependants
<21	College/Retraining		0
21-30	Director/Partner		1
31-40	Employee		2
41-50	Homemaker		3
51-60	Retired		4
>61	Self-Employed		>4

Taxation
	Residence	Tax Bracket
	Elsewhere	Tax Exempt
	European Community	Basic Rate
	United Kingdom	Top Rate

General	Yes	No
Is it more tax efficient for you to generate capital gains, rather than income?
Do you rely on income from your investments to meet your regular outgoings at all?
Do you own your own home?

Please let us contact you,

by Phone on or by E-mail at