Client Enquiry Form

Client Enquiry Form

To help us deliver to you the very best tailored service at our best fee, we would appreciate it if you could respond to the below questionnaire. Sometimes when we offer our clients a range of financial services rather than just our high level tailored tax return service, we are able to offer tax return discounts to you.

 
  • 1 = priority, 5 = not interested. You do not have to place a rating next to each service.
  • 1. Priority
    2. Very Interested
    3. Interested
    4. Uncertain
    5. Not interested
  • Home, Investment or Business Loans

  • 1          2          3         4          5
  • Financial Planning

  • 1          2          3         4          5
  • Tax & Business

  • 1          2          3         4          5


  • Finally, as a client of The Advice Spot, you will have access to qualified professionals and senior advisers, however, you may not always need to make use of the senior adviser at all times so in order to make our service as tailored as possible, please indicate your preference below:
  • Please bare in mind that our client service levels are always extremely high however the fees charged by our senior advisers are understandably more than the fees charged by other qualified team members.

 

Verification

 

 

Thank you, we will contact you shortly.