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* 1. What age are you currently?

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* 2. Who issued your Statement of Professional Standing (SPS)?

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* 3. What level of qualification do you hold?

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* 4. What percentage of your business covers the following primary authorised areas of advice? (Please enter a number only)

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* 5. How many years' experience do you have as a financial adviser?

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* 6. What is your firm’s annual revenue?

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* 7. What is the value of your firm’s total assets under advice/management?

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* 9. Approximately how much time in your working week is spent travelling to see clients each week? (Please estimate a percentage)

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* 10. How much time in your working week do you spend with clients face to face? (Please estimate a percentage)

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* 11. How much time in your working week do you spend with clients on the phone/ online screen share, etc.? (Please estimate a percentage)

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* 12. Do you have any other role at your current firm in addition to advising clients? (Tick all that apply)

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* 13. What is the age breakdown of your client base as a percentage?

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* 14. Which type of client does your firm target? (Tick all that apply)

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* 15. What’s the minimum customer portfolio size that your firm would deal with?

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* 16. What are your biggest challenges? (Please select all that apply)

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* 17. Which tools do you use to help support you or your clients? (Please select all that apply)

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* 18. Which provider(s) do you use for each tool?

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* 19. What’s your focus for the adviser firm for 2020? (Open text)

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* 20. What devices do you use for your work? (Please select all that apply)

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* 21. What social media do you like using in your professional life (Please select all that apply)

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* 22. What social media do you like using in your personal life (Please select all that apply)

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* 23. Do you actively attend adviser relevant events?

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* 24. If yes, which event(s) have been the most valuable to you in 2019?

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* 25. If no, what are your reasons for not attending adviser events?

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* 26. And finally... what TV / on-demand show(s) are you currently watching?

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