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What kind of assets do you own?

Select all that apply: InvestmentsPensionsSavingsPropertyWorkplaceOther

Type of investments required

Select all that apply: General Investment Account (GIA)Stocks and Shares ISABondsSpecialist InvestmentsOther

Amount to invest

Please select relevant option £20k or less£21k-£50k£51k-£100k£101k-£150k£151k-£250k£251k-£500k£501k-£1m£1m+

Type of savings required

Select all that apply: Cash AccountsLump SumSavings AccountsOther

Savings amount to invest

Most people underestimate what they have so it’s important to spend a bit of time taking stock. It helps us match you to the right adviser. £20k or less£21k-£50k£51k-£100k£101k-£150k£151k-£250k£251k-£500k£501k-£1m£1m+

Type of pensions required

Select all that apply: PersonalWorkplaceDefined ContributionIncome DrawdownSIPPOther

Are you enquiring about a Defined Benefits pension? YesNo

Pensions amount to invest

Please enter the grand total of your pension savings – include all the pensions you’ve ever paid into £20k or less£21k-£50k£51k-£100k£101k-£150k£151k-£250k£251k-£500k£501k-£1m£1m+

In particular I’d like advice on

Please select relevant option Buy My First HomeNew MortgageRemortgageBuy to letEquity release

In particular I’d like advice on

Please select relevant option Mortgage ProtectionTerm ProtectionWhole Of Life InsuranceCritical Illness

Single or Joint application

Please select relevant option SingleJoint

Level of cover required

Please select relevant option £20k or less£21k-£50k£51k-£100k£101k-£150k£151k-£250k£251k-£500k£501k-£1m£1m+

Term required

Please select relevant option 10 years15 years20 years25 years30 years

Found a property

Please select relevant option YesNo

Your property value

Please tell us your property value

Deposit savings

Please select relevant option £20k or less£21k-£50k£51k-£100k£101k-£150k£151k-£250k£251k-£500k£501k-£1m£1m+

Buyers income

Combined income of all buyers £20k or less£21k-£50k£51k-£100k£101k-£150k£151k-£250k£251k-£500k£501k-£1m£1m+

Remaining mortgage

Please provide the remaining mortgage value, if applicable. £0£50k or less£51k-£100k£101k-£200k£201k-£500k£500+

What size mortgage do you need?

Please select relevant option £20k or less£21k-£50k£51k-£100k£101k-£150k£151k-£250k£251k-£500k£501k-£1m£1m+

What size remortgage do you need?

Please select relevant option £20k or less£21k-£50k£51k-£100k£101k-£150k£151k-£250k£251k-£500k£501k-£1m£1m+

Type of assets/ plans in place

Select all that apply: InvestmentsPensionsSavingsPropertyOther

Value of present assets in place

Please select relevant option £20k or less£21k-£50k£51k-£100k£101k-£150k£151k-£250k£251k-£500k£501k-£1m£1m+

Type of Estate Planning / IHT

Please select relevant option SingleJoint

Value of estate to discuss

Select all that apply: £20k or less£21k-£50k£51k-£100k£101k-£150k£151k-£250k£251k-£500k£501k-£1m£1m+

Value of assets to discuss

Select all that apply: £20k or less£21k-£50k£51k-£100k£101k-£150k£151k-£250k£251k-£500k£501k-£1m£1m+

Any additional comments

Your Information

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I need some help with

What kind of assets do you own?

Type of investments required

Amount to invest

Type of savings required

Savings amount to invest

Type of pensions required

Pensions amount to invest

In particular I’d like advice on

In particular I’d like advice on

Single or Joint application

Level of cover required

Term required

Found a property

Your property value

Deposit savings

Buyers income

Remaining mortgage

What size mortgage do you need?

What size remortgage do you need?

Type of assets/ plans in place

Value of present assets in place

Type of Estate Planning / IHT

Value of estate to discuss

Value of assets to discuss

Any additional comments

Your Information