Find an Adviser

Please allow us to take some basic information to help us find you an adviser

We will never share your data with anyone else without your permission. Only the TEBI team will see your details. We will only pass your details on to your matching adviser with your permission, after which they will contact you directly.

Question Title

* 1. Please provide the following information. This will allow us to select the most appropriate adviser for you, and then get in touch to let you know.

Name *

Nationality

City/Town *

State/County *

Country of residence *

Email Address *

Phone Number

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* 2. What do you need help with?

Financial planning

Investments

Pensions and retirement

Tax and trust planning

Expatriate finances

Other (please specify)

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* 3. How much do you have to invest?

Less than £100,000

£100,000 - £250,000

£250,000 - £500,000

£500,000 - £750,000

£750,000 - £1,000,000

More than £1,000,000

Or enter manually

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* 4. How old are you?

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* 5. What is your employment status?

Employed

Self-employed

Retired

Other (please specify)

Find an Adviser

Please allow us to take some basic information to help us find you an adviser

Question Title

* 1. Please provide the following information. This will allow us to select the most appropriate adviser for you, and then get in touch to let you know.

Question Title

* 2. What do you need help with?

Question Title

* 3. How much do you have to invest?

Question Title

* 4. How old are you?

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* 5. What is your employment status?

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* 6. What is your job/profession? (Include sector and role/seniority level. Mark as N/A or leave blank if this does not apply)

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* 7. Are you happy to use video calls for meetings with your adviser?

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* 8. Tell us more about your needs (optional)