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Sustainability questionnaire

In order to ensure that the recommendations that we make are suitable for you, we would like to understand your view and preferences with regards to Sustainability. To do this, we have created a short questionnaire which you can fill out below.

All data is stored securely inline with our Terms of Business, available on request.

If you are a joint client, then please both complete this form individually.

First name

Last name

Q1: Do you have any experience with sustainable investing?

Q2: Are sustainable investment types of particular interest to you?

Q3: Are you passionate about, or proactively engaged in, any of the following areas? * Required

Biodiversity (protecting/conserving biologically diverse ecosystems and habitats)

Renewable Energy Products (e.g Solar Panels)

Carbon Offsetting (e.g. reducing carbon dioxide emissions)

Green Building (e.g. buildings that reduce negative/create positive impact on our climate and natural environment)

Green Eating Habits (e.g buying and eating less meat

Ethical Clothing (e.g. organic materials

Climate Change

Fair Work Conditions

Human Rights

Community Impact

Diversity and Inclusion

Gender Equality

I am broadly interested in a variety of these topics

I am not particularly involved or interested in any of these topics

About us

Our Team

Financial Planning

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Piccadilly Wealth Management Limited is authorised and regulated by the Financial Conduct Authority (FCA) under number 974429. We are registered in England and Wales under company number 12727814 at 46 Hullbridge Road, South Woodham Ferrers, Chelmsford, Essex, England, CM3 5NG.

If you wish to register a complaint, please write to Piccadilly Wealth Management Limited, 1st Floor, The Old Hospital, Saffron Walden, CB11 4ER or telephone 0203 468 1775. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.

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