CLIENT FACT FIND

Full Financial Planning Review (Factfind)

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:

Life Cover

Serious illness / income insurance

Savings and investments

Pensions / retirement planning

Mortgage protection only - you may wish to complete sections 1 and 9 only

About You

Self

Name

Martial Status

Address

Contact phone

Eamil

Date of Birth

Smoker

Health / Family Health

Partner

Name

Martial Status

Address

Contact phone

Eamil

Date of Birth

Smoker

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

Employment status S/E, E/E, Owner-Director
S/E, E/E, Owner-Director

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.

Outline your investment objectives – include term & consequences if not met:

What is the likelihood of you requiring access to the fund before the end of the term?

Have you an emergency fund in place (3-6 months income)? Please give details

Do you anticipate any changes to your income/expenses/asset/liabilities? Eg. Expected inheritance

How secure is your current income? In the event of a change to your financial circumstances, can you adjust your current lifestyle expenses?

Financial Needs & Objectives

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?

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

We Are Here For You

Full Financial Planning Review (Factfind)

We Are Here for You

JM WALSH FINANCIAL

REGULATORY

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