hello@www.barringtonhamilton.co.uk

01403 750297

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Considering becoming a client?

In order for our initial meeting or phone call to be both productive and enjoyable, please complete this simple form below.

    First Name
    Last Name
    Email Address
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    How did you hear about us? Did someone recommend us?
    How can we help?
    What is your main financial concern at the moment?
    Have you worked with a Financial Adviser before? If so, how did that go?
    What are you looking for in a Financial Adviser?
    Do you currently have a written financial plan?
    What are your hobbies/interests or passions?

    What's the approximate value of your current investable assets (inc pensions, ISAs etc)?

    What's your approximate household income?

    We aim to be as flexible as we can in arranging our meeting, however do you have a preferred meeting date or time?
    Anything else you wish for us to know?

    Fancy a chat?

    We’d love to hear your story and find out what you want the next chapter to be.

    hello@www.barringtonhamilton.co.uk

    01403 750297

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