Skip to main content
capayidu
Home
About
Services
Blog
Contact
More
Intake form
Help us serve you better
Name
*
Email address
*
What type of capital strategies are you interested in?
Please select at least one option.
Investment Planning
Retirement Strategies
Tax Optimization
Real Estate Investments
Portfolio Management
What is your current investment experience level?
Select
Beginner
Intermediate
Advanced
What is your primary financial goal?
Please select at least one option.
Wealth Accumulation
Debt Reduction
Financial Independence
Passive Income
Estate Planning
What is your preferred method of communication?
Please select at least one option.
Email
Phone Call
Video Conference
In-Person Meeting
What is your current age range?
Select
18-24
25-34
35-44
45-54
55-64
65 and above
Do you currently work with a financial advisor?
Select
Yes
No
What is your approximate annual income?
Select
Less than £20,000
£20,000 - £39,999
£40,000 - £59,999
£60,000 - £79,999
£80,000 and above
What is your investment horizon?
Select
Less than 1 year
1-3 years
3-5 years
5-10 years
10 years or more
How did you hear about us?
Select
Social Media
Referral
Search Engine
Online Ad
Event/Workshop
Additional questions or comments
Submit
Sorry, we were not able to submit the form. Please review the errors and try again.
