How do you wish to proceed with your financial review?
Please indicate the level of service you require by placing a V in the appropriate box.

Option 1 -Comprehensive Review
 Yes No
We will develop a tailor-made financial planning strategy for you by undertaking an in-depth analysis of your overall personal and financial situation. All remaining areas should be completed in full.

Option 2 -Specific Review
 Yes No

We will conduct a detailed review of one or more specific areas of your financial situation. Needs you may have in other areas will not be discussed and advice on those areas wi!i not be provided. Please complete all the questions in the table below if you would prefer this option and complete the relevant sections in full.

Your Priority -please indicate your priority for each area of financial planning in order of importance

Retirement Planning
Would you like to review this area?

You

 Yes No
No Reason:

Spouse/Partner

 Yes No
No Reason:

Are you satisfied that your existing pension will provide you with sufficient income in retirement?
Priority:

Life Assurance
Would you like to review this area?

You

 Yes No
No Reason:

Spouse/Partner

 Yes No
No Reason:

If you were to die or suffer a critical illness today, would there be sufficient capital to repay liabilities and maintain your dependants' standard of living?
Priority:

Income Protection
Would you like to review this area?

You

 Yes No
No Reason:

Spouse/Partner

 Yes No
No Reason:

If you were unable to work due to a long term illness would you be able to meet your regular expenditure?
Priority:

Capital Investment Planning
Would you like to review this area?

You

 Yes No
No Reason:

Spouse/Partner

 Yes No
No Reason:

Do you wish to invest a lump sum or review your existing investments?
Priority:

Regular Savings
Would you like to review this area?

You

 Yes No
No Reason:

Spouse/Partner

 Yes No
No Reason:

Do you intend to start, or continue, to save for a specific purpose on a regular basis?
Priority:

Inheritance Tax
Would you like to review this area?

You

 Yes No
No Reason:

Spouse/Partner

 Yes No
No Reason:

Have you taken steps to mitigate inheritance Tax or Estate Duties for your heirs?
Priority:

School Fees Planning
Would you like to review this area?

You

 Yes No
No Reason:

Spouse/Partner

 Yes No
No Reason:

Are you interested in planning for educational costs for your children/grandchildren?
Priority:

Other

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