Consultation Form - Planned Future

enquiries@plannedfuture.co.uk

Planned Future Enquiry Form

(for initial consultation with a Planned Future partner IFA adviser)

If you would like the opportunity to discuss your own financial circumstances with a qualified Personal Financial Adviser, please provide your details below and click on ‘Submit’ to indicate that you consent to your personal data being processed for this purpose.

Title

First name

Last name

I'm employed by

DOB

Month

Year

Contact number

Planned retirement age

Are you a United States citizen?

Do you have a existing Financial Adviser

I would like to discuss

I would like a meeting by

I would like a meeting in

How can we help

Place a tick in the appropriate box if you consent to Planned Future sending you targeted communications about our services, webinars and events regarding financial wellbeing, financial management and financial planning (“Information about Financial Advice and Services”) via email or SMS.

Email - Yes, please send me Information about Financial Advice and Services (as defined above) via email.

SMS - Yes, please send me Information about Financial Advice and Services (as defined above) via SMS

You can withdraw this consent at any time, by contacting us, or by selecting ‘opt out’ from the bottom of any marketing emails or SMS messages we may send you.

For more information as to how your personal data will be processed, please visit the Planned Future privacy policy.

By clicking on ‘submit’ you confirm that you would like the opportunity to discuss your own financial circumstances with a qualified Personal Financial Advisor from and that you consent to Planned Future process your personal data (as set out above) for that purpose.

You can remove consent for the appointment by either clicking to cancel or by replying to the email that you have received.