Client Lifestyle Questionnaire

PRIVATE & CONFIDENTIAL

IMPORTANT NOTICE TO CLIENTS

In order for us to provide financial planning advice to you, we need to have a reasonable basis for that advice. The information requested in this Client Lifestyle Questionnaire is one of the tools we use to establish a basis for the advice we will provide. It is therefore important for you to complete this document as accurately and fully as possible. Failure to do so could result in advice being provided that is not appropriate to your individual needs, circumstances and objectives. Please note that any information you provide will be used in the strictest confidence, and you can read how we process and handle your data in our Privacy Notice here.

1. Personal Details

Client 1
 
Client 2

2. Financial Planning & You

3. Summary of your Assets & Liabilities

Assets
Principal Home
£
Other Property (not rented out)
£
Motor Vehicles
£
Collectables / Art or Other Valuables
£
Own Business
£
Investments / Savings
Cash
£
Shares
£
Unit Trusts/OEICs
£
Investment Bonds
£
PEPs / ISAs
£
Investment Property
£
Personal Pension
£
Other
£
Liabilities
Property Loan(s)
£
Motor Vehicle Loan
£
Credit Cards
£
Other
£

4. Income & Expenditure

Total Annual Income (specify Net or Gross)
£
£
Total Estimated Monthly Outgoings
(Please estimate regular monthly expenditure including Mortgage Payments, Council Tax, Utilities, Loans, Personal Expenses)
£
£

5. Your Lifestyle Goals & Objectives

Your Lifestyle Objectives

(E.g. a Holiday, purchase of a motor vehicle, purchase a house, renovations, repay mortgage faster, asset protection, start a savings plan, travel, start a family, change jobs, etc.)

£
£
£
£

Other

Are there any other issues that we need to take into consideration that may affect you achieving your goals?

(E.g. health, job security, ageing parents, etc.)

6. Your Retirement

If you are not already retired...
What is your indicative/planned retirement age?
Do you intend on leaving an inheritance to your dependants?

7. Your Lifestyle in Retirement

Imagine that you have received your final pay cheque and/or achieved financial independence. In the following section please describe the lifestyle you would choose. For example, you may wish to travel regularly, spend more time with family or relocate to your desired location. In addition to your day to day living expenses, please outline the lifestyle activities you wish to pursue in retirement and estimate the cost in today's pounds

£
£
£
£
£
Total £

8. Declaration

This information has been provided by me/us on the understanding that it will be used in the strictest confidence and that it places me/us under no obligation to take up any suggested recommendations.

I/We have completed this document as much as I/We are able/willing to and understand that any recommendations can only be based on the information available at the date at which this questionnaire was completed or last updated.

I/We understand that failure to provide some information may lead to inappropriate advice being given.

I/We consent to the processing of personal data including sensitive personal data, as described in our Privacy Notice, as far as it is necessary for the services I/we require from 1st Chartered Financial Planning Ltd.

Data Protection Act

This information will be stored on computer and may be used for marketing and statistical purposes. Details may be passed to our regulatory authorities and auditors for the purpose of compliance. This information is consequently covered by the Data Protection Act. I/We consent to the processing and storage of the information contained in this document on computer.