1425073 - Fact Finder
Hi and thank you for taking the time to fill out this confidential questionnaire. This is your chance to take stock and get a clear snapshot of where you currently stand. The information that you share will determine the right path to get you to where you want to be. By providing as much accurate information as you can will allow us to give the most accurate advice possible that is tailored to your specific circumstances, needs and family goals.This financial needs analysis is divided into sections covering income and expenses, assets and liabilities and your goals and objectives. Remember I don't believe and question is silly, any question at all. Better to ask and know the answer then to sit there and wonder. If you need any help at any stage please get in touch with me. If you would like to go through this together via a telephone meeting I am more than happy to do so.
60Questions