Axis Financial Planning Ltd
Enquiry Form
* required fields
Title*
First Name*
Surname*
Address Line 1*
Address Line 2
City/Town*
County*
Postcode*
Contact Tel.No.*
Email Address*
   
Are you an existing client of St. James's Place?
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
 

Additional Information:
 
 
Your details will be passed to a member of the St. James's Place Partnership, who will contact you by telephone or by email 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.