Pension Enquiry Form

The internet is not a secure medium and the privacy of your data cannot be guaranteed.

Thank you for your enquiry, someone will contact you shortly.

Title

Forename(s)

Surname

Telephone

Mobile

Email Address

Best Time to Call

Your Address

House Name / No.

Street

Town

County

Postcode

Planning and Retirement

Proposed Contribution Amount

Contribution Frequency

Contribution to Age (Years)

Retirement Age (if different)

Employment

Status

Annual Salary

Existing Pension

Do you currently have any pension provision

If yes how much do you contribute (/month)

Are you a member of your Employers pension scheme

What is your attitude to risk

Submit Your Information

How did you hear about us

Your Privacy

We take your privacy seriously. Personal data submitted to Camargue Chambers LLP with this form will be treated in accordance with the Data Protection Act 2018. A copy of the Camargue Chambers LLP Privacy Notice can be downloaded here. By submitting this enquiry form you expressly consent to be contacted in relation to your enquiry, without prior notice or arrangement, using the contact details provided on the form.

The value of your investment can go down as well as up and is not guaranteed, investors may not get back the amount invested.

Main Office

Pure Offices Ltd
Brooks Drive
Cheadle Royal Business Park
Cheadle
Cheshire
SK8 3TD
Telephone. 03000 30 99 01
Email. nicholas.lightcamarguechambers.com

Quilter Complaints Department

If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:
Quilter Complaints Department
Riverside House
The Waterfront
Newcastle upon Tyne
NE15 8NY
Telephone. Tel: 0191 241 0700
Email. QFPcomplaintsquilter.com

Financial Ombudsman Service (FOS)

If you cannot settle your complaint with us, you may be entitled to refer it to the FOS (www.financial-ombudsman.org.uk). You can find more information by visiting the Intrinsic Financial Services website: https://www.quilterfinancialplanning.co.uk/
Website: www.financial-ombudsman.org.uk
complaint.info@financial-ombudsman.org.uk
PLEASE NOTE: The Financial Conduct Authority does not on estate planning, inheritance tax planning, advice on cash held on deposit, auto enrolment, taxation and trust advice.

Tax treatment varies according to individual circumstances and is subject to change.

Investments and pensions can fall as well as rise and you might get back less than you invested.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Camargue Chambers LLP registered in England & Wales Registration number: OC364043; Registered Office at Pure Offices Ltd, Brooks Drive, Cheadle Royal Business Park, Cheadle, Cheshire, SK8 3TD. Camargue Chambers LLP is an Appointed Representative of Quilter Financial Limited which is authorised and regulated by the Financial Conduct Authority.

Approver Quilter Financial Limited. (11/11/2023)

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