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Let’s find you a suitable planner
Please allow us to take some basic information to help us to understand what you're looking for.
We will never share your data with anyone else without your permission. Only the Second Life Financial Planning team will see your details.
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1.
Please provide the following information, so we can get in touch with you.
(Required.)
First name and surname
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Nationality
City/ town
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County
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Email address
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Phone number
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2.
What do you need help with?
(Required.)
Financial planning
Investments
Pensions and retirement
Tax and trust planning
Expatriate finances
Other (please specify)
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3.
How much do you have to invest?
(Required.)
Less than £100,000
£100,000 - £250,000
£250,000 - £500,000
£500,000 - £750,000
£750,000 - £1,000,000
More than £1,000,000
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4.
How old are you?
(Required.)
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5.
What is your employment status?
(Required.)
Employed
Self-employed
Retired
Other (please specify)
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6.
What is your job/profession? (Include sector and role/seniority level. Mark as N/A or leave blank if this does not apply)
(Required.)
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7.
Are you happy to use video calls for meetings with your adviser?
(Required.)
Yes
No
8.
Tell us more about your needs (optional)
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