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fact find

About yourself

Title
Surname
Forenames
Address
Telephone (H)
Telephone (W)
Email
Occupation
Date of Birth
State of Health

About your partner

Title
Surname
Forenames
Address
Telephone (H)
Telephone (W)
Occupation
Date of Birth
State of Health

About your children

Name Date of Birth Living at Home? Marital Status

Other dependants

Name Date of Birth Living at Home? Relationship

Current Financial Position

Self
Joint
Partner
Approximate values - Assets:
£
£
£
Residence
Other properties (if any)
House contents etc.
Investments (please list)
Bank/building society accounts
Other (please list)
Approximate values - Liabilities:
Mortgages
Loans
Credit cards
Overdrafts
Other

Mortgage Arrangements

Lender
Type of mortgage
Rate
Date of maturity

Pension Arrangements

Scheme provider
Type of pension
If money purchase scheme, approxiamte value £
If final salary scheme, expected benefit £
Planned retirement age

Life Insurance Arrangements

Life company Policy holder(s) Type of policy Benefit on death (£) Maturity date Sum assured (£) Beneficiaries

Annual Income and Outgoings

Self

£

Partner

£

Income:
Salary
Investment income
Other
Expenditure:
Mortgage
Life Assurance
Council Tax
Loan repayments
Food, etc.
Electricity
Gas
Telephone
Repairs
Petrol
Car maintenance
Holidays
Other

Principal Objectives from Investments

Self
Partner
Tick as appropriate:
Supplement income
Long term capital growth
Avoidance of tax
Financial protection fro family
Pension provision

Attitude Towards Risk

Indicate % of investments which you would allocate to the following (the higher the risk, the greater the potential change in capital values):

Self

%
Partner

%
Low (cash deposits, National Savings)
Low-medium (insurance bonds with capital guarantees)
Medium (fluctuating stock market investments in U.K.)
Medium-high (international stock market investments)
High stock market investments in emerging markets)
100%
100%

Other Information

Do you have a will?

Please enter any other relevant information or comments:

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