Williams Birley Wealth Management
Enquiry Form
* required fields
Title*
First Name*
Surname*
Address Line 1*
Address Line 2
City/Town*
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Postcode*
Contact Tel.No.*
Email Address*
   
Existing client?
Yes
 
Please indicate what service(s) you require?
Building and Preserving Capital

Lump Sum

Lump Sum, Offshore
Regular Savings Individual Savings Accounts
Pension Planning Self Invested Pensions
Self Administered Plans Income Draw-down
       
Taxation        
Inheritance Tax Planning Optimise Exemptions and relief
Capital Gains Tax Tax efficient Investments and Portfolios
       
Business, corporate or personal Assurance        
Life Assurance Critical Illness Assurance
Long Term Care Permanent Health Insurance
Private Medical Insurance Key-Man Assurance
Partnership Assurance Share Protection
Employee Benefits  
 
Mortgages        
Private Mortgage/Loan Re-mortgage
Buy-to-let* Commercial Mortgage/loan*

Current and deposit accounts

  

* These services are not regulated by the Financial Services Authority
         
General Insurance Buildings and Contents Commercial Insurance
 
 
Within what time-scale do you require these services?
 Immediately        0-1 Months       2-3 Months
 
The following guides are designed to assist clients in their financial planning. If you would like to receive any of the these, please tick the relevant boxes below. You will be sent a complimentary copy of your chosen guide(s) by post as soon as possible.
Wealth Management Guide

An informative insight outlining how you can successfully secure your long-term financial future.

Inheritance Tax Guide

A guide informing you on methods to help reduce potential Inheritance Tax liability.
Retirement Planning Guide

This guide outlines how you can make full use of the options and tax incentives open to you.
Tick to receive
Tick to receive
Tick to receive
 

Additional Information:
 
 
Your details will be passed to a member of the St. James's Place Partnership, who will contact you about your enquiry. Your details may also be used to provide you with information regarding               St. James's Place. This may include details of products or services which may be of interest to you. If you do not wish to receive details of other products or services, please tick the box.