BASIC DATA - PERSONAL DETAILS
Title (Mr / Mrs / Miss / Ms / Other)
Please select to indicate your marital status
MORTGAGES AND LOANS
CREDIT CARD DETAILS - DO NOT COMPLETE IF PAID OFF EVERY MONTH
POLICIES AND INVESTMENTS
Critical Illness Sum Assured
DETAILS OF BANK ACCOUNTS
DETAILS OF BUILDING SOCIETY ACCOUNTS / TESSAS/ CASH ISAS
Building Society Account
Cash ISA Account
DETAILS OF OTHER INVESTMENTS (Individual Savings Accounts, Personal Equity Plans, Equities & Unit Trusts)
Personal Equity Plan
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.
TAX FREE INCOME
If you or your partner are receiving any tax free income, for example child benefit, please give details below.
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
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.