Personal Financial Health Check

This page is divided into two sections. The questionnaire that creates your Personal Financial Health Check and information that we need to personalise the report for you.

The Questionnaire:

Please select individual answers to the questions posed.

Personal Risk

Q1 Mortgages and loans - do you have life and critical illness cover in place?

Q2 Do you have a cash reserve to cover your income should you be out of work or ill for an extended period?

Q3 Have you considered income protection cover?

Q4 Are you satisfied that your life and other insurances cover your family in the event of your death?

Q5 Do you have sufficient funds or life cover to deal with the long term incapacity or death of a business partner?

Q6 Are you on track to cover school and University fees for your children?

Property - during the next 12 months

Q7 Are you moving house?

Q8 Buying a second home?

Q9 Letting property for the first time including space in your own home?

Q10 Selling property, business or personal?

Legacy and inheritance

Q11 Do you have a Will?

Q12 If you have a Will have you reviewed it in the last 5 years?

Q13 Are you expecting to receive a legacy in the future?

Pensions and retirement

Q14 Are you on track to fund the repayment of your mortgage and other significant debt before you retire?

Q15 If you are within 5 years of retirement age have you requested a pension's projection from your private scheme and/or the National Insurance Contributions office?

Q16 Do you have a private pension scheme?

Q17 Are you maximising your pension contributions?

Q18 If you have a private pension scheme have you reviewed your pension fund investments?

Personal circumstances - during the next year

Q19 Are you getting married or entering into a Civil Partnership?

Q20 Are you contemplating divorce or formal separation from your spouse or Civil Partner?

Q21 Are you contemplating starting a business?

Q22 Are you contemplating selling a business?

Personal investments

Q23 Have you used your annual ISA allowance?

Q24 Do you know how the use of a Trust can impact your personal and family investments?

Q25 Have you considered the risks associated with your present invested funds?

 

Complete your report:

Please enter your contact details and click on the Generate Report button:

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- Enter if you would like your report personalised.

- Please add your name and phone number if you would like a no obligation consultation to discuss your report. This could be a face to face consultation or a telephone call.