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Client Questionnaire
Please answer the following questions and press submit.
Full Name:
Date of Birth:
Email:
Telephone No:
What is your preference for future communication (please click):
Post
Telephone
Email
Face to face
Please indicate below, on a scale 0 to 5 (where 0 is the lowest and 5 is highest) the areas where you feel MDM could add most value to your future planning?
Financial Advice
0
1
2
3
4
5
Product Selection
0
1
2
3
4
5
Paperwork (removing the hassle)
0
1
2
3
4
5
Investment Management
0
1
2
3
4
5
Financial Education
0
1
2
3
4
5
Sounding Board
0
1
2
3
4
5
Other (please state)
How often would you expect to review your financial affairs with an Adviser?
Whenever I need/want
Annually
Monthly
Biennially
Quarterly
Triennially
Half Yearly
Other
How often would you expect your investments to be reviewed?
As markets move
Annually
Monthly
Biennially
Quarterly
Triennially
Half Yearly
Other
Please indicate if any of the following would be of interest?
General Financial Planning
Mortgage advice
Cashflow Modelling
Wills
Cash accounts
Pension planning
ISA’s & other Investments
Other (detail below)
If you have any further thought or suggestion as to how we can improve our services or have any other comments please use the space below.
