Preparing for our 1st meeting

Before we provide financial planning advice, we ask all of our clients to complete a confidential client questionnaire. This ensures that our advisers have a complete understanding of all your circumstances, needs and financial objectives.

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Independent Financial Advisers are required to have proper regard for a client’s best interests in any advice given. They must therefore do their utmost to ensure that they are aware of your personal and financial circumstances so that their advice is the most suitable for your needs.

The questions in our confidential client questionnaires have been specifically designed to help your MAFS adviser provide advice that meets your needs.

We will ask you to provide details of your income and expenditure, tax position, assets and liabilities, attitude to risk and your financial needs and objectives.

If, for any reason, you decline to answer any or all of the questions or if you fail to provide true and accurate information to the best of your knowledge, the advice given subsequently may not be best advice, as it can only be based on the information provided.

All details you give us will be treated in strictest confidence, and you need not disclose anything which you do not wish to.

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Download and review examples of our Confidential Client Questionnaires

Contact our Independent Financial Advisers to arrange an appointment

Before completing the Confidential Client Questionnaire, you may wish to speak to one of our advisers who will be happy to assist you. Contact us on 0141 272 0000 or fill out our online enquiry form to arrange an appointment.