Investment Enquiry Form

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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 Giles Warren Financial Ltd with this form will be treated in accordance with the Data Protection Act 2018. A copy of the Giles Warren Financial Ltd Data Protection policy can be downloaded here. By submitting this enquiry form you expressly consent to be being contacted in relation to your enquiry, without prior notice or arrangement, using the contact details provided on the form.

Keeping in touch

Occasionally, we'd like to contact you with updates about our products and services. Please indicate by which methods we should do this:

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Amending your preferences

You can amend or revoke your consent preferences at any time by emailing info@gileswarren.co.uk. Don't worry, we'll email this information to you for your records.

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

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