Financial Questionnaire

Your name

Date of birth

Phone number

Email

Address

Choose One Option

Single

Married

Cohabiting

Widowed

Divorced

Separated

Number of dependents (children or others)

Insert the age of each dependent using , to separate

What is your main source of income?

Annual income (before tax)

Partner’s income (if applicable)

Other income

Approximate monthly household expenses

Monthly debt repayments (if any)

Other regular commitments

Savings & cash deposits

Investments (shares, funds, etc.)

Pension value

Property value (primary residence)

Other properties or assets

Mortgage balance

Loans or credit balances

Other liabilities

Do you have life insurance?

Yes

No

Income protection insurance?

Yes

No

Serious illness cover?

Yes

No

Health insurance?

Yes

No

What are your top three financial priorities right now?

What would financial peace of mind look like for you?

When thinking about the future, what are your biggest hopes and concerns?

How would you describe your approach to investment risk?

Very cautious — prefer stability over growth

Balanced — open to some growth with controlled risk

Growth-focused — comfortable with risk for higher potential returns

Are there any upcoming life events we should know about?

Please use this box for any other information you'd like to share or questions you'd like us to answer?

Advanced settings