I need some help with... You can select more than one option. Pensions & Retirement Planning Investments Financial Planning Tax Planning Inheritance Tax/Wills What's your name? Your Postcode This information will help us find the most suitable adviser for you. Your Email Address We will send your consultation invite and adviser FCA details to this email. Your Mobile Number Pensions Value This helps us match you with the right adviser for your circumstances. Please select a range... £20,000 or less £21,000 - £50,000 £51,000 - £100,000 £101,000 - £150,000 £151,000 - £200,000 £201,000 - £300,000 £301,000 - £500,000 £501,000 - £1,000,000 £1,000,001 - £2,000,000 £2,000,001 or more Savings & Investments Cash Savings Please select a range... £20,000 or less £21,000 - £50,000 £51,000 - £100,000 £101,000 - £150,000 £151,000 - £200,000 £201,000 - £300,000 £301,000 - £500,000 £501,000 - £1,000,000 £1,000,001 - £2,000,000 £2,000,001 or more Stocks, Shares & Funds Please select a range... £20,000 or less £21,000 - £50,000 £51,000 - £100,000 £101,000 - £150,000 £151,000 - £200,000 £201,000 - £300,000 £301,000 - £500,000 £501,000 - £1,000,000 £1,000,001 - £2,000,000 £2,000,001 or more What are you hoping to achieve? The more detail you give, the better we can match you. e.g., increasing pension value, retiring by a certain age, or minimising tax. Start typing... I've worked in the Public Sector (this often means you have a final salary or Defined Benefit pension). A little more about you What is your age? Please select... 30 and under 31 - 40 41 - 50 51 - 60 61 and over What's your annual income? Please select a range... £20,000 or less £21,000 - £50,000 £51,000 - £100,000 £101,000 - £150,000 £151,000 - £200,000 £201,000 - £300,000 £301,000 - £500,000 £501,000 - £1,000,000 £1,000,001 - £2,000,000 £2,000,001 or more One last step to getting the help you need! Schedule your complimentary consultation below. 1. Select a date 2. Select a preferred time Morning Lunchtime Afternoon Evening Any specific time requests? (optional) By clicking on Submit you consent to your data being handled as described in our Privacy Policy. You can withdraw your consent at any time by clicking in the footer of our emails or by emailing dataprotection@wealthwiseconnect.co.uk. Thank you! We've received your information. We are now matching you with the perfect financial adviser for your circumstances and will be in touch shortly with your consultation details. A confirmation has been sent to your email address. Previous Next
