FORWARD FINANCIAL PLANNING LTD

INSTRUCTIONS:


1. Complete* 2. Print 3. Post

BASIC DATA - PERSONAL DETAILS

YOURSELF

YOUR PARTNER

Date of birth

Title (Mr / Mrs / Miss / Ms / Other)

Forename

Surname

Known as

CONTACT DETAILS:

YOURSELF

YOUR PARTNER

Daytime telephone number

Mobile telephone number

Email address

Please select to indicate your marital status

Employment description

Employment earnings

£
£

Property description

Property current value

£

PENSION CONTRIBUTIONS

YOURSELF

YOUR PARTNER

Policy Description

Target Retirement age

Payment start date

Payment value

£
£

Payment end date

Payment frequency

MORTGAGES AND LOANS

Description

Amount outstanding

£

Payment start date

Payment value

£

Payment end date

Payment frequency

Loan redemption date

CREDIT CARD DETAILS - DO NOT COMPLETE IF PAID OFF EVERY MONTH

Description

Current liability

£

POLICIES AND INVESTMENTS

YOURSELF

YOUR PARTNER

Description

Life assured

Critical Illness Sum Assured

£
£

Death Claim Value

£
£

Payment start date

Payment value

£
£

Payment end date

Payment Frequency

DETAILS OF BANK ACCOUNTS

Description

Account holder

Current Balance

£

DETAILS OF BUILDING SOCIETY ACCOUNTS / TESSAS/ CASH ISAS

Building Society Account

Description

Account holder

Current Balance

£

Tessa

Description

Account holder

Current Balance

£

Cash ISA Account

Description

Account holder

Current Balance

£

DETAILS OF OTHER INVESTMENTS (Individual Savings Accounts, Personal Equity Plans, Equities & Unit Trusts)

ISA Account

Description

Owner

Current Value

£

Personal Equity Plan

Description

Owner

Current Value

£

Equity

Description

Owner

Current Value

£

Unit Trust

Description

Owner

Current Value

£

MISCELLANEOUS EXPENDITURE ITEMS

The information you provide in this section is extremely important in relation to your personal financial planning and a few words of explanation may be helpful.

It is important to list the expenditure figures as accurately as possible as they will be used to establish whether currently your income exceeds your expenditure and if so by how much.

Figures are also required (in today's pounds) for the cost of your desired lifestyle the standard of living you would like to enjoy on achieving financial independence or on retirement. It has been said that 'a dream is an unplanned ambition'. The cash needs report will show whether you need to make changes in your financial planning. With the aid of financial planning it is often possible to create a plan, the implementation of which will enable the "dream" to be achieved, thus making it a realistic objective.

You also need to estimate what proportion of the expenditure in each category would continue in the unfortunate event of the death or disablement of either yourself or your partner.

Please give details below of expenditure made in the areas listed.

Description

Owner

Expenditure Value

£

Frequency

Description

Owner

Expenditure Value

£

Frequency

Description

Owner

Expenditure Value

£

Frequency

Description

Owner

Expenditure Value

£

Frequency

TAX FREE INCOME

If you or your partner are receiving any tax free income, for example child benefit, please give details below.

Description

Recipient

Amount

£

Frequency

End date (if known)

£

Description

Recipient

Amount

£

Frequency

End date (if known)

£

Description

Recipient

Amount

£

Frequency

End date (if known)

£

Information provided by you

Forward Financial Planning Ltd is a data controller within the terms of the Data Protection Act 1998 (DPA 98) and has been registered as such with the Information Commissioner, in compliance with our obligations under the same legislation. All data shall be processed fairly and lawfully and in accordance with DPA 98.

Unless and until you may wish to sign acceptance of our client agreement and become our advised client you are a pre advice client, please see "what to expect from our advice services", and copy "client agreement" on website.

For your security we ask you to print out the application and use the postal service.

Please post form with cheque for £ 395 payable to:

Forward Financial Planning Ltd
9 Golden Glen Road
Newtownards
BT23 4YT

Your report will be sent electronically to the email you have provided.
We will request an email receipt.

If you require a written report please provide your postal address below.


  • We will not share your information with any other party for marketing purposes,
  • Your personal data will be treated as strictly confidential between you and Forward Financial Planning Ltd.

Address Line 1

Address Line 2

County

Post Code


In order to print our future cash need report click on the Print button!