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QuestionnairePeter Goodwin2025-11-17T14:27:33+00:00
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Let’s start with the basics…

To match you with the right adviser, we need a clear picture of your investable assets. Please choose the range that best represents your total assets, including pensions, investments, cash and any recent inheritance.

What would you like to achieve?

Select everything that applies. This helps us understand your priorities and match you with advisers who specialise in the areas that matter most to you.

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Lastly, please provide your location and contact details. This allows us to connect you with the most suitable adviser and follow up with your tailored recommendations.

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How We Use Your Data

When you complete this questionnaire, we use your information solely to understand your financial priorities and identify the most suitable regulated adviser for your needs. Your details are reviewed securely by our Client Liaison team and matched to an adviser who has the right experience for your situation.

We only share your information with one carefully selected, FCA-regulated adviser for the purpose of arranging your introductory conversation. We do not sell your data, pass it to multiple firms, or use it for any unrelated purposes.

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About Investment Advice UK

GAP-GNX Ltd is the legal entity sitting behind Investment Advice UK.

It is important to get professional financial advice that can add significant value to individuals, and considerably enhance their retirement plans. Whilst focusing on wealth our network of advisers provide a full range of financial solutions to both individuals and businesses alike.

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Our chosen advisers are at the heart of our business, and are committed to delivering an excellent customer experience. We believe you have the right to expect value for money and excellent customer service, and that is what we constantly strive to deliver. GAP-GNX uses only the very best, qualified pension advisers with many years of experience in helping clients achieve their financial goals.

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GAP-GNX Ltd only utilises companies and advisers who are authorised and regulated by the Financial Conduct Authority and who have the experience to provide high quality advice.

Registered as a Limited Company in England and Wales – Company No. 12013134.

GAP-GNX Ltd, The Glades, Festival Way, Festival Park,
Stoke on Trent, Staffordshire ST1 5SQ.

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