We’d like your opinion first. Are you taking this quiz because you think you need an adviser? Yes, I think I may need expert advice, or because I would like to talk with an adviser. I am unsure. Financial planning is a good idea, but I’m not certain it’s right for me. No I don’t think I do, my finances don’t worry me. Pick whichever best describes your financial situation. I’m early or in the middle of my career and nowhere near retirement. I’m approaching retirement, or beginning to think about retirement. I have already retired. Please describe the relationship between your income and outgoings. I have some disposable or surplus income. I usually spend all of my income. I sometimes spend more than my income. Are you inclined to pay a fee for professional financial advice? 1 2 3 4 5 6 7 8 9 10 Are you confident you can manage your own finances? Not very confident, I find it quite complex. I probably should speak to an adviser. I feel I can do the majority of the work, but I like the idea of having an adviser on hand when needed. I’m confident I can manage my own finances. Do you have the time, or inclination to manage your own finances? I do not have the time to manage my finances. I have the time to manage my finances, but would prefer to be doing other things. I have the time to manage my finances, and I enjoy doing so. Do you know what you need to achieve complete financial freedom? No. Perhaps. I’ve got a fair idea, but professional advice would be useful. Yes, fully understand this. Which of the following financial considerations are important to you? (check all that apply) Planning for retirement Inheritance tax mitigation Investment management Protecting my family Taxation planning Selling my business Socially responsible investments Prev Next Submit Thank you for taking our quiz! We are now calculating your results. Please give us a little time.
