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Welcome to PortfolioBuilt
We help busy professionals build wealth through expertly structured property investments. This short form will help us understand your goals and ensure your free strategy call is tailored to you.
12
Questions
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1
Are you a UK resident?
*
This field is required.
Yes
No
Other
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2
Primary source of income
*
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Employment
Self-Employed
Business Owner
Property Professional
Other
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3
Do you invest through a limited company?
*
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Yes
No
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4
Appropriate investable capital
*
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Please Select
Less than £100,000
Between £100,000 to £250,000
Between £250,000 to £500,000
More than £500,000
Please Select
Please Select
Less than £100,000
Between £100,000 to £250,000
Between £250,000 to £500,000
More than £500,000
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5
Current investment experience
*
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Please Select
I already invest in property
I invest in other assets (stocks, funds, business) but not property
I'm new to investing and want to get started
Other
Please Select
Please Select
I already invest in property
I invest in other assets (stocks, funds, business) but not property
I'm new to investing and want to get started
Other
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6
Your primary investment goal(s)
*
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Generate recurring income streams
Build long-term capital growth
Reduce tax burden / structure efficiently
Diversify beyond stocks and funds
Plan for a purposeful retirement or legacy
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7
Biggest challenge(s) holding you back
Lack of time to find/manage property
Difficulty accessing finance/leverage
Tax and legal complexity
Hassle of tenant management
Limited access to high-quality deals
Other
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8
What motivates you to join?
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9
Name
*
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First Name
Last Name
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10
Email Address
*
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example@example.com
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11
Phone Number
Please enter a valid UK phone number.
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12
Preferred Appointment Date and Time
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