Preparing for our first meeting
Providing a comprehensive understanding of your financial goals
To ensure the utmost suitability of our advice, we kindly request all clients to fill out our confidential client questionnaire. As independent financial advisers, it is our obligation to consider your best interests and gain a comprehensive understanding of your circumstances, needs, and financial objectives.
Our carefully designed questionnaire will gather essential details about your income, expenses, tax position, assets, liabilities, risk tolerance, and financial goals. Rest assured that all information you provide is treated with the strictest confidentiality, and you have the freedom to disclose as much or as little as you wish.
Please note that providing accurate and complete information is crucial for us to deliver the most appropriate advice. Failure to answer the questions truthfully may result in advice that may not be the best fit for your specific needs.
An example of our confidential client questionnaire:
Take the first step towards your financial goals.
Arrange an appointment with us today. At Martin Aitken Financial Services, we offer free initial advice to guide you in the right direction.
Contact us now to discover how we can assist you in achieving your financial objectives. Call us 0141 272 0000 or simply fill out our online enquiry form to get started.