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Your Details – about you, including contact details and connected parties (if applicable).
Your employment details - including length of service and benefits and tax situation.
Income and Expenditure - The picture of your current cashflow position.
Your Assets & Liabilities – what you own and what you owe.
Your investments - Existing policy/holdings details.
Your existing Professional Advisers - such as accountants and solicitors.
Your objectives - What you want to achieve from your financial planning.
Attitude to Risk - What level of investment risk do you wish to consider, if required.
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You are about to complete information pages to allow us to provide you with your financial advice. This information will include the sections listed below. You may want to gather this information before completing the pages for any parties to be included in the advice process: