EXAMPLE CLIENT - Goals
Your financial goals as understood by us are shown below. Please use the change details link to review these and submit to us any changes that may have occurred. We will contact you to discuss a review.
| Life Cover |
|
|---|---|
| Income Protection |
|
| Critical Illness Protection |
|
| Medical Expenses Cover |
|
| Buying A House |
|
| Home Improvements |
|
| Repaying Mortgage |
|
| Raising Money |
|
| Income in Retirement |
|
| Savings |
|
| School Fees Planning |
|
| Good Return On Savings |
|
| Increase Income |
|
| Investing Lump Sum |
|
| Reduce Tax Bill |
|
| Inheritance Tax Planning |
|
| Investment Period |
Long (15+ years)
 |
| Risk Level | 7 |
