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Tel: 01346 510444

Email: info@wwwm.co.uk

Investments

Are you making the best use of any spare capital or surplus income
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Protection

How much cash would your family need to maintain their current lifestyle if you die prematurely
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Pensions

When do you want to retire and how much income will you need?
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Mortgages

Securing property Finance is more difficult these days and ensuring you select the right arrangement is critical. This is where experienced advice adds value and peace of mind to an often emotional situation, do you need advice?
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Investment Enquiry Form

The internet is not a secure medium and the privacy of your data cannot be guaranteed.

Thank you for your enquiry, someone will contact you shortly.

Title

Forename(s)

Surname

Telephone

Mobile

Email Address

Best Time to Call

Your Address

House Name / No.

Street

Town

County

Postcode

Investment Information

Proposed Investment Amount

Lump Sum or Regular Payment

Investment Purpose

Over how long do you wish to invest (Years)

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 M3W Wealth Management LLP with this form will be treated in accordance with the Data Protection Act 2018. 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.

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

EMAIL COMMUNICATIONS ARE NOT SECURE AND FOR THIS REASON M3W WEALTH MANAGMENT LLP CANNOT GAURANTEE THE SECURITY OF THE EMAIL, ITS CONTENTS OR THAT IT REMAINS VIRUS FREE ONCE SENT.

We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted, which will require us to share your personal information with: our advisers and where necessary relevant providers of products or services that may match you request, along with our Networks compliance and reporting function requirements. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our Privacy Policy by contacting our offices in Fraserburgh and requesting a copy, which we will forward to your personally. - Alternatively Please See M3W Privacy Policy > ABOUT US Heading > PRIVACY POLICY - Displayed on This Website.

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