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for you? questionnaire
For You?
Questionnaire
Part 1
To assess for yourself if you could benefit from advice from Alan Steel Asset Management, complete the questionnaire by clicking on the appropriate boxes.
No or
Unsure
Possibly or
Reasonably Sure
Yes or
Confident
Q1
Will you be financially able to retire when you want?
Q2
Have you any idea how much you'll need to build up to get there?
Q3
Do you know how to create tax freedom, short and long term?
Q4
Do you know the investment return on your pensions and what happens when you die?
Q5
Do you know how to avoid buying annuities and resultant low and taxed income?
Q6
Do you know why your Will should be part of your investment planning?
Q7
Do you know how to best create tax free profits?
Q8
Do you understand the link between demographics and growth investment?
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