Pension Enquiry Form

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Title

Forename(s)

Surname

Telephone

Mobile

Email Address

Best Time to Call

Your Address

House Name / No.

Street

Town

County

Postcode

Planning and Retirement

Proposed Contribution Amount

Contribution Frequency

Contribution to Age (Years)

Retirement Age (if different)

Employment

Status

Annual Salary

Existing Pension

Do you currently have any pension provision

If yes how much do you contribute (/month)

Are you a member of your Employers pension scheme

What is your attitude to risk

Submit Your Information

How did you hear about us

Your Privacy

We take your privacy seriously. Personal data submitted to Independent Wealth Management Consultants Ltd with this form will be treated in accordance with the Data Protection Act 2018. A copy of the Independent Wealth Management Consultants Ltd Privacy Notice can be downloaded here. By submitting this enquiry form you expressly consent to be contacted in relation to your enquiry, without prior notice or arrangement, using the contact details provided on the form.

Keeping in touch

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Amending your preferences

You can amend or revoke your consent preferences at any time by emailing enquiries@b-independent.co.uk. Don't worry, we'll email this information to you for your records.

The value of your investment can go down as well as up and is not guaranteed, investors may not get back the amount invested.

Main Office

27 Grove Street
Retford
Notts
DN22 6JP
Telephone. 01777 700026
Email. enquiriesb-independent.co.uk
Independent Wealth Management Consultants Ltd is registered in England & Wales no. 1102335. Registered Office at 27 Grove Street, Retford, Notts, DN22 6JP. Independent Wealth Management Consultants Ltd is authorised and regulated by the Financial Conduct Authority no.138903 . The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

"The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

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