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Step 1 of 7
What type of product are you looking for?
Select the one that best fits your goal today:
Preferred product
Cash ISAs & Stocks & Shares ISAs
Fixed-Term Bonds
Pension Alternatives
General Savings Alternatives
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Step 2 of 7
How much are you considering investing?
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Investment Amount
Under £5,000
£5,000 – £24,999
£25,000 – £49,999
£50,000 – £99,999
£100,000+
Step 3 of 7
What’s your ideal investment timeframe?
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Timeframe
1 year
2–3 years
4–5 years
5+ years
Not sure yet
Step 4 of 7
What matters most to you in a product?
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Investment Goal
Highest fixed return available
A balance of return and flexibility
Low risk, steady growth over time
Step 5 of 7
What type of returns are you most interested in?
Preferred income
Preferred income
Monthly income
Annual compound growth
Let me compare both
Step 6 of 7
What’s your risk preference?
Select one:
Risk preference
Low – I prefer capital protection
Medium – Some risk for better returns
Higher – I’m growth-focused and open to risk
Step 7 of 7
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