Questions we will ask of you

Home What you can expect of us Questions we will ask of you

We take time to get to know you, your financial needs, dreams and desires

When you visit us to discuss your financial strategy and planning you will typically be asked to answer questions which, most likely, you have never asked yourself. Ones such as:

  • what is important about money to you?
  • exactly how much is enough?
  • what does it take to maintain your current lifestyle?
  • do you know whether you will run out of money by living this lifestyle?
  • what do you need to make sure you never run out of money?


These and other probing questions enable us to design a unique plan for you which will give you the confidence to believe that you can trust us to look after your financial future.

Appleton Gerrard Private Wealth Management is authorised and regulated by the Financial Conduct Authority (FCA). Kusal Ariyawansa, Chartered Financial Planner and Chartered Wealth Manager and Branch Principal. FCA no. 624553. The FCA does not regulate Wills, legal and accounting advice and some forms of trust and tax planning.