We have developed several questionnaires to help gather critical information about and your needs and objectives in the key areas of our advice.
1. Assessing your approach to risk. This Risk questionnaire is vital to help us select, review and update funds suitable for you now and in the future.
2. Options for your pension at retirement - This Pension options questionnaire will help us identify and recommend the most suitable option for your pension when you are ready to take out money from it (typically from age 55 onwards
3. Financial Planning Questionnaire for your completion. Please complete the details as best you can, save the form and send it back. Please remember that this is to allow us to make plans for your future so the more information you provide the better we can understand your whole situation - giving us the best opportunity to find ways in which we can help you.