Confidential Wealth Preference Questionnaire
This form has been specifically designed to provide your Montpelier adviser with a brief outline of your financial situation and requirements. This form is especially useful of you have an appointment with a Montpelier adviser and you would like to have a more structured discussion by providing him/her with information before the appointment. This should take you about 10 minutes to fill out.
Confidential Full Wealth Analysis
This form has been designed to give your adviser a complete in depth view of your financial situation. The form will highlight potential areas that your Montpelier adviser will be able to provide advice on. This should take around 30 minutes to fill out.
Both forms are useful for:
- Pre appointment background information.
- To highlight an area that you would like advice on.
