Can you supply client case studies
No
Yes
(This client must be prepared to speak to the journalist and be photographed)
Do you have any broadcasting experience?
No
Yes
Areas of expertise
Investment
including unit trusts, OEICs, investment trusts, portfolio planning and other investment areas.
0/10
1/10
2/10
3/10
4/10
5/10
6/10
7/10
8/10
9/10
10/10
Pensions ,
including personal, stakeholder and other pension plans. Pensions simplification and technical pensions areas.
0/10
1/10
2/10
3/10
4/10
5/10
6/10
7/10
8/10
9/10
10/10
Tax planning ,
IHT, CGT work and specialist tax advice
0/10
1/10
2/10
3/10
4/10
5/10
6/10
7/10
8/10
9/10
10/10
Corporate business ,
financial planning for businesses.
0/10
1/10
2/10
3/10
4/10
5/10
6/10
7/10
8/10
9/10
10/10
Planning for retirement ,
specialist advice for the over 50s
0/10
1/10
2/10
3/10
4/10
5/10
6/10
7/10
8/10
9/10
10/10
Mortgages
0/10
1/10
2/10
3/10
4/10
5/10
6/10
7/10
8/10
9/10
10/10
Healthcare
and related insurance (PMI, PHI, LTC, critical illness, etc)
0/10
1/10
2/10
3/10
4/10
5/10
6/10
7/10
8/10
9/10
10/10
Offshore/expat
0/10
1/10
2/10
3/10
4/10
5/10
6/10
7/10
8/10
9/10
10/10
Investment Trusts ,
including VCTs, EISs
0/10
1/10
2/10
3/10
4/10
5/10
6/10
7/10
8/10
9/10
10/10
Other
5/10
6/10
7/10
8/10
9/10
10/10
Other
(please state)
Has your company description changed? Remember, this should include a note about the spokesperson
and availability, a summary of the media experience you have had or wish to gain and anything else you
think a journalist might be interested in. (Your description should run to a maximum of 150 words).
