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The
Business Membership Monthly
plan has 8 question(s)
Firm Name
Where did you hear about us?
Select
LinkedIn
X
Insta
Email
YouTube
Word of mouth
Press
Google search
Other
Podcast
Gender
Select
Female
Male
Non-binary
Prefer not to say
Age Range
Select
18-25
26-39
40-54
55+
If you have been referred by an existing member, please add their name below or mark 'na'
County
Select
Bedfordshire
Berkshire
Bristol
Buckinghamshire
Cambridgeshire
Cheshire
City of London
Cornwall
Cumbria
Derbyshire
Devon
Dorset
Durham
East Riding of Yorkshire
East Sussex
Essex
Gloucestershire
Greater London
Greater Manchester
Hampshire
Herefordshire
Hertfordshire
Isle of Wight
Kent
Lancashire
Leicestershire
Lincolnshire
Merseyside
Norfolk
North Yorkshire
Northamptonshire
Northumberland
Nottinghamshire
Oxfordshire
Rutland
Shropshire
Somerset
South Yorkshire
Staffordshire
Suffolk
Surrey
Tyne and Wear
Warwickshire
West Midlands
West Sussex
West Yorkshire
Wiltshire
Worcestershire
Aberdeen City
Aberdeenshire
Angus
Argyll and Bute
City of Edinburgh
Clackmannanshire
Dumfries and Galloway
Dundee City
East Ayrshire
East Dunbartonshire
East Lothian
East Renfrewshire
Falkirk
Fife
Glasgow City
Highland
Inverclyde
Midlothian
Moray
Na h-Eileanan Siar
North Ayrshire
North Lanarkshire
Orkney Islands
Perth and Kinross
Renfrewshire
Scottish Borders
Shetland Islands
South Ayrshire
South Lanarkshire
Stirling
West Dunbartonshire
West Lothian
Clwyd
Dyfed
Gwent
Gwynedd
Mid Glamorgan
Powys
South Glamorgan
West Glamorgan
Antrim
Armagh
Down
Fermanagh
Londonderry
Tyrone
no answer
Job Role
Select
Director/ Business Owner
Chartered Financial Planner/ Senior Financial Planner
Senior Executive
Financial Planner/ Financial Adviser
Paraplanner
Administrator
Trainee Financial Planner/ Paraplanner
Operations
Office Manager
Marketing
Compliance
Career Changer/ Student
Wealth Manager
Other
Please give the details of up to 9 additional team members you would like to include within your Business Membership, giving their names, email addresses and job roles: