When it comes to investing, we recognise that each client has their own personal objectives.

To create a suitable portfolio and / or provide financial advice, it's important that we carefully consider your personal circumstances. By developing a good understanding of your assets, liabilities, income and expenditure, we are better placed to assess your ability to bear risk in the context of the services we provide and the advice that we give.

You are not obliged to provide full information about your circumstances, but the more information you share, the better job we can do when assessing your needs. If you only share partial information, the greater the risk that incorrect conclusions may be reached as to what is or what is not appropriate as an investment choice.

Likewise, if your circumstances change materially but we are not made aware, it increases the risk that the investments we select for you or the advice that we give may be inappropriate for your objectives and risk profile.

We will be pleased to help you complete this form, and any information provided will be lawfully held and processed by us as data on you for Legal Obligation, Legitimate Interest and Consent under the EU General Data Protection Regulation (the 'GDPR').