Where to start – a short questionnaire | Legacy Capital Management

A few questions, about four minutes

Most people already know roughly where the gaps are. This just makes them visible, so a first conversation starts somewhere useful instead of at the beginning. If you run a business, there is a short section on that too.

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Talk this through

This is a prompt for conversation, not advice or a recommendation. It cannot take account of your circumstances, and nothing here should be acted on by itself. Advice is only given once we have understood your situation properly and set out a recommendation in writing.

Would rather just have the conversation?

Skip the questions. A first conversation is no-obligation, and we will tell you honestly if there is nothing worth doing.