UK Financial Adviser
Client Pre-Meeting Fact Find – Ascot Wealth Management
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 Number
Email Address
Date of Birth
Marital Status
Address
Postcode

Employment Status

FieldSelfPartner
Status

Income

FieldSelf (£)Partner (£)
Basic Annual Income
Occupation
Name of Employer
Employee Benefits
Bonus Income
Investment Income
Rental Income

Cashflow Summary

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 (£)

Children

NameDOBRelationshipDependent?

Property

Property Value (£) Purchase Price (£) Mortgaged? Outstanding Amount (£) Mortgage Repayments (£) Rental Income (£) End of fixed rate / Lender
Main Residence
Property 2
Property 3
Property 4
Property 5
Property 6

Bank Accounts

DescriptionBalance (£)Owner

Investments

TypeProviderValue (£)Contributions (£)Owner

Pension Schemes

TypeProviderValue (£)StatusContributions (£)Owner

State Pension

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

QuestionSelfPartner
Do you know your projected State Pension income?
Projected State Pension Amount (£)

Retirement Goals

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? (Years)
Is it Directed to a Trust?
Death in Service with Current Employer?
Amount Covered (£)

Wills & Estate Planning

QuestionSelfPartner
Will in place?
Have you ever thought about trust planning?
Power of Attorney in Place?
Made gifts over £3,000 in last 7 years?
Gift Amount (£)
Received large gifts?
Gift Amount Received (£)

Request a No Obligation Chat with an Adviser