Money Guide Enquiry Form

enquiries@plannedfuture.co.uk

(for an initial meeting for up to half an hour with a Planned Future Money Guide)

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

First name

Last name

Employment Status

Contact number

Planned retirement age

Are you a United States citizen?

Do you have a existing Financial Adviser

I would like to discuss

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 via email or SMS.

Email - Yes, please send me Information about Financial Wellbeing via email.

SMS - Yes, please send me Information about Financial Wellbeing 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 Money Guide from Planned Future and that you consent to Planned Future processing 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.