I need some help with

    What kind of assets do you own?

    Cash SavingsPensionsStocks, shares & fundsInvestment properties

    Cash Savings

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

    Pensions

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

    In particular Iโ€™d like advice on

    Buy My First HomeNew MortgageRemortgageBuy to letMortgage protectionEquity release

    Found a property

    YesNo

    Your property value

    In particular Iโ€™d like advice on

    Lump sumRegular savingsNational savingsSavings for childrenSchool fees planning

    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+

    Any additional comments