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0333 240 1101 info@linearwealth.com

Pensions

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

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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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Investments

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

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Investment Enquiry Form

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Investment Information

Proposed Investment Amount

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Investment Purpose

Over how long do you wish to invest (Years)

What is your attitude to risk

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Your Privacy

We take your privacy seriously. Personal data submitted to Linear Wealth Management - a trading name of Linear Mortgage Network which 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.

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