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Questionnaire (old)
Do you need help with your financial planning?
Take our short questionnaire to find out how our advisers might be able to help you manage your finances and reach your goals.
You know how much is ENOUGH to support your lifestyle, without the fear of running out of money.
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You know how much money you will need to fund your lifestyle at different stages of your life.
You have a costed ‘bucket list’, with timescales, to help you achieve your life’s ambitions.
You know how much risk you need to take to achieve your investment objectives, not just how much risk you feel comfortable taking.
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Your wealth is structured to support your lifestyle and combat inflation, not just to provide ‘growth’ or ‘income’.
You are using all available allowances effectively to avoid paying unnecessary tax.
You know how much you want to leave, how much you need to leave and how much you're going to leave after your death.
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Your assets will be distributed exactly as you wish in the event of your death.
You have adequate contingency plans in the event of a catastrophe.
You rarely think or worry about money and you have a good understanding of what your financial future looks like.
Your results
Looks like you’ve begun to think about planning your financial future.
If you’d like further assistance or a little more guidance as to how we can help you plan better give us a call on 01661 860 438 or ...
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