Your Portfolio Explorer

Please fill form below

Step 1: Personal details

This section asks some generic questions about you, where you live, your employement and your income. Please try to answer as many questions as possible, as this will enable us to make suitable recommendations based on your situation.

Client 1

Annual Income

Address

Client 2

Annual Income

Address

GDPR Preferences:

For us to send you you invitations & other beneficial information, please specify how you'd like to be contacted.

Do you own your own business?

Step 2: Financial Goals

This section is specificially about your unique goals an aims, and is designed to ascertain exactly what ypou would like your financial planning to focus on. Completion of this section is crucial to developing a bespoke strategy for you, and will make the Exploration Meeting centred on your needs.

What concerns do you have with your current financial situation that you would like to resolve.

And what opportunities would you like to focus with your future financial planning?

Which is more important to you? Leaving a legacy, creating a greater income for yourself, or a combination of the two?

Step 3: Children and Dependants

This section helps to identify any suitable recommendations that could benefit you and your loved ones, now and in future years.

YOUR PARENTS

YOUR CHILDREN

YOUR GRANDCHILDREN

OTHER DEPENDANTS

Step 4: Summary of Existing Financial Planning

This section covers all of your exisiting planning. Please try to provide as much detail as possible, as that we can accurately assess what is and what isn't suitable to your needs.

Protection Policies

Personal Pensions

Employer Pensions

ISAs (stocks and shares) and Collective Investments like Unit Trusts

Investment bonds

Direct Shares

Other Investements / Assets for Investment

Savings

Properties

Loans and Credit cards

Step 5: Other details

Financial Planning is a holistic process that looks at all areas of you finances and, indeed, your life style. In order for us to look at your estate planning, protection and savings needs, it is importnat that we consider factors such as your expenditure, your health and which professionals you currently employ. Again, please try to give as much detail here, as it will enable us to provide a far more accurate strategy for you, which is tailored to your specific needs.

Personal Details

How long will you be paid if you are off sick?

Do you have any Pension Lifetime Allowance Protection?

If yes, how much or type?

If yes, when did you stop paying contributing to pensions?

Have you been married before?

Do you have any children not already mentioned?

Have you got a Will?

Is it up to date?

Do you have any Trusts?

Do you have any health problems?

Do you prefer correspondence to be by post or by email?

Existing advisers

Accountant

Solicitor

Financial Advisor

Mortgage Broker

Approximate Monthly Expenditure

Mortgage / Rent

Loans/Credit Card

Household expenses

Leisure (including holidays)

Motor Expenses (fuel tax insurance)

Insurances and Insurance Policies

School Fees

Entertainment

Other

Step 6: Your Future

Do you expect to receive an inheritance in the future? If yes, how much and when?

Do you anticipate specific increases/decreases in expenditure e.g. School fees, starting a business, or a world cruise. If so, how much and when?

Do you anticipate making any gifts in the coming years? If so, how much and when?

Do you anticipate any other significant changes to your finances in the future? If so, what, how much and when?

What are the most important things that you would like to be able to afford to do or buy in the future?

Now, let us think about your future. Please complete the table below to help us to understand what things you do must do for your life to have meaning.

Have (Possessions e.g. New Home)

Do (Activities e.g. World Cruise)

Be (Personal e.g. Business Owner)

Any other information you think will be helpful for us?