I need some help with

    What kind of assets do you own?

    InvestmentsPensionsSavingsPropertyOther

    Type of investments required

    General Investment Account (GIA)Stocks and Shares ISABondsSpecialist InvestmentsOther

    Amount to invest

    ยฃ20k or lessยฃ21k-ยฃ50kยฃ51k-ยฃ100kยฃ101k-ยฃ150kยฃ151k-ยฃ250kยฃ251k-ยฃ500kยฃ501k-ยฃ1mยฃ1m+

    Type of savings required

    Cash AccountsLump SumSavings AccountsOther

    Savings amount to invest

    ยฃ20k or lessยฃ21k-ยฃ50kยฃ51k-ยฃ100kยฃ101k-ยฃ150kยฃ151k-ยฃ250kยฃ251k-ยฃ500kยฃ501k-ยฃ1mยฃ1m+

    Type of pensions required

    PersonalWorkplaceDefined ContributionIncome DrawdownSIPPOther
    YesNo

    Pensions amount to invest

    ยฃ20k or lessยฃ21k-ยฃ50kยฃ51k-ยฃ100kยฃ101k-ยฃ150kยฃ151k-ยฃ250kยฃ251k-ยฃ500kยฃ501k-ยฃ1mยฃ1m+

    In particular Iโ€™d like advice on

    Buy My First HomeNew MortgageRemortgageBuy to letEquity release

    In particular Iโ€™d like advice on

    Mortgage ProtectionTerm ProtectionWhole Of Life InsuranceCritical Illness

    Single or Joint application

    SingleJoint

    Level of cover required

    ยฃ20k or lessยฃ21k-ยฃ50kยฃ51k-ยฃ100kยฃ101k-ยฃ150kยฃ151k-ยฃ250kยฃ251k-ยฃ500kยฃ501k-ยฃ1mยฃ1m+

    Term required

    10 years15 years20 years25 years30 years

    Found a property

    YesNo

    Your property value

    Deposit savings

    ยฃ20k or lessยฃ21k-ยฃ50kยฃ51k-ยฃ100kยฃ101k-ยฃ150kยฃ151k-ยฃ250kยฃ251k-ยฃ500kยฃ501k-ยฃ1mยฃ1m+

    Buyers income

    ยฃ20k or lessยฃ21k-ยฃ50kยฃ51k-ยฃ100kยฃ101k-ยฃ150kยฃ151k-ยฃ250kยฃ251k-ยฃ500kยฃ501k-ยฃ1mยฃ1m+

    Remaining mortgage

    ยฃ0ยฃ50k or lessยฃ51k-ยฃ100kยฃ101k-ยฃ200kยฃ201k-ยฃ500kยฃ500+

    What size mortgage do you need?

    ยฃ20k or lessยฃ21k-ยฃ50kยฃ51k-ยฃ100kยฃ101k-ยฃ150kยฃ151k-ยฃ250kยฃ251k-ยฃ500kยฃ501k-ยฃ1mยฃ1m+

    What size remortgage do you need?

    ยฃ20k or lessยฃ21k-ยฃ50kยฃ51k-ยฃ100kยฃ101k-ยฃ150kยฃ151k-ยฃ250kยฃ251k-ยฃ500kยฃ501k-ยฃ1mยฃ1m+

    Type of assets/ plans in place

    InvestmentsPensionsSavingsPropertyOther

    Value of present assets in place

    ยฃ20k or lessยฃ21k-ยฃ50kยฃ51k-ยฃ100kยฃ101k-ยฃ150kยฃ151k-ยฃ250kยฃ251k-ยฃ500kยฃ501k-ยฃ1mยฃ1m+

    Type of Estate Planning / IHT

    SingleJoint

    Value of estate to discuss

    ยฃ20k or lessยฃ21k-ยฃ50kยฃ51k-ยฃ100kยฃ101k-ยฃ150kยฃ151k-ยฃ250kยฃ251k-ยฃ500kยฃ501k-ยฃ1mยฃ1m+

    Value of assets to discuss

    ยฃ20k or lessยฃ21k-ยฃ50kยฃ51k-ยฃ100kยฃ101k-ยฃ150kยฃ151k-ยฃ250kยฃ251k-ยฃ500kยฃ501k-ยฃ1mยฃ1m+

    Any additional comments

    Your Information

    ย