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:

About You

Self

Partner

Your Family

Children

Date of Birth

Education details & plans

Your Job and Income Expenditure


Assets & Liabilities

Self

Partner

Existing Financial Provision

Life Assurance cover
Serious illness / Income insurance
Savings & Investments
Pensions Provisions
Mortgage & Loan details

Life Assurance cover
Serious illness / Income insurance
Savings & Investments
Pensions Provisions
Mortgage & Loan details

Investment Risk: Preference & Capacity

Experience: Outline your experience of investment products
Attitude to Risk* Outline your attitude to potential risk of loss of investment
Importance of capital security*
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

Other areas (note if relevant)

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?
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Clients signatures
Financial Brokers signature

Partner

ds

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JM WALSH FINANCIAL97, Lr Main St Rush Co. Dublin