The Lifetime Focuser

Completion of this questionnaire will allow us to prepare for your meeting so that your meeting can be both productive and interesting. We would be grateful if you could complete the questionnaire 48 hours prior to your Meeting.

By completing this information you will not be committed to using our services, and we will not be committed to working with you. All information is confidential and is not shared with any third party organisation.

Personal Details

Self

Spouse/Partner

Title

Your Title *

Spouse Title

Surname

Your Surname *

Spouse Surname

Forenames

Your Forename *

Spouse Forename

Marital Status

Your Marital Status *

Spouse Marital Status

Smoker

Yes No

Spouse Smoker

Yes No

Gender

Your Gender *

Spouse Gender

Place of Birth

Your Place of Birth *

Spouse Place of Birth

UK Resident since

UK Resident Since *

Spouse UK Resident Since

UK Resident for tax

UK Resident for tax *

Spouse UK Resident for Tax

Intention of living abroad in future

Intention of living abroad in future *

Spouse Intention of living abroad in future

Date of Birth

Date of Birth *

Spouse Date of Birth

National Insurance Number

National Insurance Number *

Spouse National Insurance Number

Address

Address *

Spouse Address

Postcode

Postcode *

Spouse Postcode

Telephone (home)

Home Phone *

Spouse Home Phone

Telephone (mobile)

Mobile Phone *

Spouse Mobile Phone

Email *

Spouse Email

Children or Financial Dependants

Do you have any Children or Financial Dependants? If YES, please give details

Name

Relationship

Date of Birth

Dependent Yes/No

Income Details

Self

Spouse/Partner

Occupation

Spouse Occupation

Employment Type

Spouse Employment Type

Employer

Spouse Employer

Employer Address

Spouse Employer Address

Income from Employment

Spouse Income from Employment

Income from Investments

Spouse Income from Investments

Income from Pensions

Income from State Pension

Spouse Income from State Pension

Income from Employer Pension

Spouse Income from Employer Pension

Income from Private Pension

Spouse Income from Private Pension

Other Income e.g rent

Income Other Income

Spouse Other Income

Real Assets - Values

Self

Spouse

Joint

Value of your Home

Value of your home

Spouse Residental Address

Joint Residental Address

Value of Additional Properties

Additional Address

Spouse Additional Address

Joint Additional Address

Business Assets

Spouse Business Assets

Joint Business Assets

Financial Assets - Values

Self

Spouse

Joint

Bank and & B/Soc Accounts

Bank Accounts

Spouse Bank Accounts

Joint Bank Accounts

National Savings

Spouse National Savings

Joint National Savings

ISAs

Spouse ISAs

Investment Bonds

Spouse Investment Bonds

Joint Investment Bonds

Unit Trusts & Investment Trusts

Investment Trusts

Spouse Investment Trusts

Joint Investment Trusts

Spouse Shares

Joint Shares

Pension Funds

Spouse Pension Funds

Joint Pension Funds

Insurance Policies – Endowments, Life Assurance etc.

Type of Policy

Maturity Date

Sum Assured

In Trust

Liabilities

Mortgage

Secured Loans

Unsecured Loans

Balance Outstanding

Monthly Payment

Interest Rate

End Date

Repayment Date

Estimated Expenditure

Monthly

Annual

Mortgage

Loans/Credit Card

House Keepings (food, cleaning etc)

Utilities

Motor Expenses (fuel, tax, insurance etc.)

Entertainment

Other

Total Estimated Expenditure

Wills & Trusts

When was your will written?

Who are your beneficiaries?

What changes do you want to make to your will, if any?

Are you expecting any inheritance in the near future?

What Trust Arrangements, if any, do you have in place?

The Lifetime Focuser

Completing The Lifetime Focuser will help you to clarify your thoughts for your goals, plans and objectives for the coming years. Usually these will change over time and so it is important that the actions you put in place are flexible enough to take account of these changes. It may be that, at this stage, you are unclear at what you want to achieve, but please give this area some thought. As Financial Planners, we need to understand what you want to achieve if we are to develop an effective financial plan and strategy.

Lifetime Goals and Plans

3 Year Goals and Plans

12 Month Goals and Plans

Financial Goals

When meeting with us, what areas do you want to focus on?

If we were to work with you, what would you expect to have happened over the course of the next year for you to be happy with the planning process?

Do you have any social, ethical, enviromental or religious considerations that you would like us to take into account in our work for you?

I am happy that the information provided is correct to the best of my knowledge.

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