Client Fact Find

The purpose pf this questionnare is to clarify your financial needs and to assist us to advise you in relation to certain financial products, including life assurance, serious illness cover, savings, investments and pensions. However, if you wish to focus on certain financial products, please tick the relevant area:

    About You

    Self

    Name

    Martial Status

    Address

    Contact phone

    Eamil

    Date of Birth

    Health / Family Health

    Partner

    Name

    Martial Status

    Address

    Contact phone

    Eamil

    Date of Birth

    Health / Family Health

    Your Family

    Children

    Date of Birth

    Education details & plans

    Other Dependents

    Your Job and Income Expenditure

    Occupation

    Manual work / driving / heights

    Income p.a / tax rate

    BIK

    Pension scheme in work

    Net income per wk/mmth


    Other income (rent, etc)

    Total income (net)

    Regular outgoings (est.)

    Disposable income

    Assets & Liabilities

    Self

    Home

    Other Property

    Business assets

    Deposit / bank balances

    Other investments

    Risk level

    Mortgage

    Net assets

    Partner

    Home

    Other Property

    Business assets

    Deposit / bank balances

    Other investments

    Risk level

    Mortgage

    Net assets

    Existing Financial Provision

    Life Assurance cover

    Self

    Serious illness / Income insurance

    Self

    Savings & Investments

    Self

    Pensions Provisions

    Self

    Mortgage & Loan details

    Self

    Life Assurance cover

    Partner

    Serious illness / Income insurance

    Partner

    Savings & Investments

    Partner

    Pensions Provisions

    Partner

    Mortgage & Loan details

    Partner

    Investment Risk: Preference & Capacity

    Experience: Outline your experience of investment products

    Details

    Attitude to Risk* Outline your attitude to potential risk of loss of investment

    Details

    Importance of capital security*

    Details

    IMPORTANT NOTES

    No Risk indicates a security of capital with the likelihood of a small gain.

    Low Risk indicates a security of capital with potential for modest growth.

    Medium Risk indicates a possible loss of some capital in return for good potential growth in the medium term.

    High Risk indicates potential significant loss of capital in return for potential high growth.

    Financial Needs & Objectives

    blanck

    You Have

    You Need

    Shortfall

    Priority

    Mortgage & Loan protection

    Self

    Partner

    Life Cover

    Self

    Partner

    Serious Illness Cover

    Self

    Partner

    Pension

    Self

    Partner

    Regular saving

    Self

    Partner

    Investment

    Self

    Partner

    Agreed Financial Priorities for Immediate Action

    Advice on Mortgage Protection Only

    Loan amount

    Term

    Interest rate

    Include SI

    Other areas (note if relevant)

    Business protection insurance

    Have wills been made?

    Have wills been made?

    Other notes

    Next review date

    It is recommended that an annual review take place to ensure that all of your needs are monitored for changing circumstances. When would suit you for a future review?

    Completed by

    Clients signatures

    Self

    Partner

    Financial Brokers signature

    Advisor

    Partner

    Date

    Date

    ds

    Date

    Book a Consultation
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