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?
On a scale of 1-10, how strong is your preference for investing in a socially responsible, sustainable or ethical framework?
(1= Not Interested, 10= Essential)
Do you have any health problems?