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 important 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.
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 contributions into pensions?
Have you been married before?
Do you have any children not already mentioned?
Do you have any health problems?
Do you prefer correspondence to be by post or by email?