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Ayres Punchard

Enquiry • KTTF MPS

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We ask for this information to assist you further with your enquiry

Your Name(Required)

Forename Surname

Your Email(Required)

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Your phone number(Required)

Did you complete the '3 Important Questions: Values-alignment with Ayres Punchard' on the homepage?(Required)

Yes

Which best describes you?(Required)

Choose ALL that apply

I want my investments to support positive environmental & social impact

I am looking to start investing for the first time

I am considering changing how my money is invested

I want greater professional oversight of my investments

I am looking to consolidate investments held across different providers

I want to invest a lump sum and / or build a portfolio through regular contributions

Do you currently receive financial planning advice?(Required)

Yes

Are you looking to change your financial advisor?(Required)

Yes

Not sure

Have you received financial planning advice in the past?(Required)

Yes

Do you currently have £100,000 or more saved or invested?(Required)

Yes

Prefer not to say

Anything else we should know?

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I allow Ayres Punchard Investment Management Ltd to process my data to respond to my enquiry