UK Financial Adviser
Ascot Wealth Management Ltd
FCA No: 551744  |  01344 851250
Scotch Corner, London Road, Sunningdale, Berkshire, SL5 0ER

Personal Details

FieldSelfPartner
Title
Surname
First Name(s)
Gender
Mobile Telephone Number
Email Address
Date of Birth
Marital Status
1st Line of Address
Postcode

Employment Status

SelfPartner
PAYE or self-employed?

PAYE

FieldSelfPartner
Basic Annual Income
Occupation
Name of employer
P11D Benefits
Bonus Income
Investment Income
Rental Income

Cashflow Summary

If there is a surplus, let us know how you typically split saving vs investing.

FieldSelfPartner
Do you have surplus cash at the end of the month?
How much do you save?
How much do you invest?
How much capital should be retained for emergencies?
Expenditure per month or year

Children/Grandchildren

NameDOBRelationshipDependent?

Property

Property Purchase Price Mortgaged? Outstanding Amount Value Mortgage Repayments Rental Income End of fixed rate / Lender
Main Residence
Property 2
Property 3
Property 4

Investments

Investments (ISAs, GIA, Stocks & Shares, Fixed Rate Bonds, Unit Trusts, NS&I, EIS, SEIS, VCT, Unlisted Shares, Hedge Funds)

Investment Type / Cash Accounts Provider Value Contributions Owner

Bank Accounts

Name/Description Value Owner

Pension Schemes

Type Pension Provider Value Active/Deferred Contributions Owner

Current Workplace Scheme

Type Pension Provider Value Active/Deferred Contributions Owner

State Pension

Check your forecast here: www.gov.uk/check-state-pension

QuestionSelfPartner
Do you know your projected State Pension income?

Retirement Soft Facts

FieldSelfPartner
Target retirement age
Intend to take a lump sum from pension?
Desired retirement income

Protection

QuestionSelfPartner
Do you have Life Insurance?
Amount Covered?
Monthly Premium?
Term? (Length of time)
Is it Directed to a Trust?
Do you have Death in Service with your Current Employer?
Amount Covered?
Monthly Premium?
Term? (Length of time)
Is it Directed to a Trust?

Estate Planning

QuestionSelfPartner
Do you have a will in place?
Have you ever thought about trust planning?
Do you have a Power of Attorney in Place?
Have you made any gifts over £3,000 in last seven tax years
Amount?
Have you received any large gifts?
Amount?
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