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What is your investment goal?
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Retirement planning
Wealth accumulation
Tax optimization
Educational savings
Real estate investment
Charitable giving
What is your preferred investment type?
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Stocks
Bonds
Mutual funds
Exchange-traded funds (ETFs)
Real estate
Cryptocurrency
What is your current investment experience level?
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Beginner
Intermediate
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What is your investment time horizon?
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Short term (1-3 years)
Medium term (3-5 years)
Long term (5+ years)
What is your estimated annual income?
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Below £25,000
£25,000 - £50,000
£50,000 - £100,000
Above £100,000
What is your risk tolerance?
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Low
Moderate
High
Are you currently working with a financial advisor?
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Yes
No
What are your preferred methods of communication?
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Email
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In-person meetings
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Additional questions or comments
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