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Our
Personal Questionnaire
is the starting point for creating your plan
Start the process of building your financial plan..
Our Personal Questionnaire is the starting point for creating your plan Start the process of building your financial plan..
Introduction
Single or joint questionnaire?
Single
Joint
Are you an existing client?
Yes
No
What is your name?
Date of Birth
DD slash MM slash YYYY
Are we helping you with a mortgage today?
*
Yes
No
This field is hidden when viewing the form
Please tick any additional areas that we are helping you with today? (please select multiple if applicable or leave blank).
Mortgages & Lending
Investing
Pension Review & Consolidation
Protection
Home Insurance
Personal Questionnaire
Basic details
Full Name (inc. middle names)
Date of Birth
DD slash MM slash YYYY
Residential Status
-- Please Select --
Homeowner
Renting
Living with friends / relatives
Other
Landlord Details
Landlord Name / Agent
Landlord Contact number*
Current Address
Street Address
City
County / State / Region
ZIP / Postal Code
Years at Current Address
Date moved in to Current Address
MM slash DD slash YYYY
Previous Address (1)
Street Address
City
County / State / Region
ZIP / Postal Code
Date moved in to this Previous Address (1)
MM slash DD slash YYYY
Have you added 3 years address history?
Yes
Previous Address (2)
Street Address
City
County / State / Region
ZIP / Postal Code
Date moved in to this Previous Address (2)
MM slash DD slash YYYY
Email
Mobile
Home Phone
NI Number
Maiden Name
Marital Status
Nationality
Country of birth
Right to reside in the UK? (UK Resident)
Yes
No
Length of residency
From birth
Other
From year?
Gender
Male
Female
Health
Do you smoke?
Yes
No
Are you in good health?
Yes
No
Family and Dependants
Do you have children?
Yes
No
Please list their Names and DOB
Do you have any adult dependents?
Yes
No
Please list their names, relationship and DOB
Wills & Estate
Have you made a will?
Yes
No
Any of the following; Are you expecting any inheritances? made any capital gifts in the last 7 years or making any regular gifts?
Yes
No
Please provide detail
Personal Questionnaire
Basic details - Applicant 2
Full Name (inc. middle names)
Date of Birth
DD slash MM slash YYYY
Residential Status
-- Please Select --
Homeowner
Renting
Living with friends / relatives
Other
Landlord Details
Landlord Name / Agent
Landlord Contact number*
Current Address
Street Address
City
County / State / Region
ZIP / Postal Code
Years at Current Address
Date moved in to Current Address
MM slash DD slash YYYY
Previous Address (1)
Street Address
City
County / State / Region
ZIP / Postal Code
Date moved in to this Previous Address (1)
MM slash DD slash YYYY
Have you added 3 years address history?
Yes
Previous Address (2)
Street Address
City
County / State / Region
ZIP / Postal Code
Date moved in to this Previous Address (2)
MM slash DD slash YYYY
Email
Mobile
Home Phone
NI Number
Maiden Name
Marital Status
Nationality
Country of birth
Right to reside in the UK? (UK Resident)
Yes
No
Length of residency
From birth
Other
From year?
Gender
Male
Female
Health
Do you smoke?
Yes
No
Are you in good health?
Yes
No
Family and Dependants
Do you have children?
Yes
No
Please list their Names and DOB
Do you have any adult dependents?
Yes
No
Please list their names, relationship and DOB
Wills & Estate
Have you made a will?
Yes
No
Any of the following; Are you expecting any inheritances? made any capital gifts in the last 7 years or making any regular gifts?
Yes
No
Please provide detail
Personal Questionnaire
Occupation Information
What is your employment status?
-- Please Select --
Employed
Self Employed
Contract worker
Retired
Employment details
Retirement age
Employer
Employer Address
*
Street Address
City
County / State / Region
ZIP / Postal Code
Contact number
*
Start date
MM slash DD slash YYYY
Occupation
*
Position
*
Employed income
Basic salary
*
Overtime
Commission
Employment details
Retirement age
Business Name
*
Business Address
*
Street Address
City
County / State / Region
ZIP / Postal Code
Contact number
*
Business start date
*
MM slash DD slash YYYY
Occupation
*
Industry
*
Self Employed income
Net Profit (most recent) - amount, year
*
Net Profit (previous) - amount, year
*
Projection for current year - amount
Do you have an accountant?
*
Yes
No
Accountant details
Name
*
Firm
*
Address
Street Address
City
County / State / Region
ZIP / Postal Code
Email
Contact number
*
Qualifications
-- Please Select --
Institute of Chartered Accountants in England and Wales (ICAEW)
Institute of Chartered Accountants of Scotland (ICAS)
Chartered Accountants Ireland
Association of Chartered Certified Accountants (ACCA)
Chartered Institute of Public Finance and Accountancy (CIPFA)
Chartered Institute of Management Accountants (CIMA)
Association of Accounting Technicians (AAT)
Unknown
Contractor details
When did you start contractor work?
*
MM slash DD slash YYYY
Current contract start date?
*
MM slash DD slash YYYY
Contract Term?
*
Contract End date?
*
MM slash DD slash YYYY
Income Details
*
Please use the area to input any relevant information you have regarding your contracting income?
Retirement details
When did you retire?
*
MM slash DD slash YYYY
Additional Income
Do you have a second job?
Yes
No
Type of employment
*
-- Please Select --
Permanent
Part time
Non fixed contract
Open ended
Start date
*
MM slash DD slash YYYY
Company name
*
Address
*
Street Address
City
County / State / Region
ZIP / Postal Code
Contact number
*
Income (Annual)
*
Investment Income
Do you have any other annual income from property / investments or other sources?
Yes
No
Other annual income from property / investments or other sources
*
Property / Rental income
Investment Income
Pension Income
State Pension
Pension Credit
Child Benefit
State Disability Benefit
Universal Credit/Tax Credits
Check all that apply
Property / Rental income
Investment Income (including dividends)
Pension Income (including annuities)
State Pension
Pension Credit
Child Benefit
State Disability Benefit
Universal Credit/Tax Credits
Credits & Maintenance
Do you receive any tax credits, child benefit payments or other income credits?
Yes
No
Please provide detail
Do you make or receive any maintenance payments?
Yes
No
Please provide detail
Personal Questionnaire
Occupation Information - App 2
What is your employment status?
-- Please Select --
Employed
Self Employed
Contract worker
Retired
Employment details
Retirement age
Employer
Employer Address
*
Street Address
City
County / State / Region
ZIP / Postal Code
Contact number
*
Start date
MM slash DD slash YYYY
Occupation
*
Position
*
Employed income
Basic salary
*
Overtime
Commission
Employment details
Retirement age
Business Name
*
Business Address
*
Street Address
City
County / State / Region
ZIP / Postal Code
Name
*
Contact number
*
Business start date
*
MM slash DD slash YYYY
Occupation
*
Industry
*
Self Employed income
Net Profit (most recent) - amount, year
*
Net Profit (previous) - amount, year
*
Projection for current year - amount
Do you have an accountant?
*
Yes
No
Accountant details
Name
*
Firm
*
Address
Street Address
City
County / State / Region
ZIP / Postal Code
Email
Contact number
*
Qualifications
-- Please Select --
Institute of Chartered Accountants in England and Wales (ICAEW)
Institute of Chartered Accountants of Scotland (ICAS)
Chartered Accountants Ireland
Association of Chartered Certified Accountants (ACCA)
Chartered Institute of Public Finance and Accountancy (CIPFA)
Chartered Institute of Management Accountants (CIMA)
Association of Accounting Technicians (AAT)
Unknown
Contractor details
When did you start contractor work?
*
MM slash DD slash YYYY
Current contract start date?
*
MM slash DD slash YYYY
Contract Term?
*
Contract End date?
*
MM slash DD slash YYYY
Income Details
*
Please use the area to input any relevant information you have regarding your contracting income?
Retirement details
When did you retire?
*
MM slash DD slash YYYY
Additional Income
Do you have a second job?
*
Yes
No
Type of employment
*
-- Please Select --
Permanent
Part time
Non fixed contract
Open ended
Start date
*
MM slash DD slash YYYY
Company name
*
Address
*
Street Address
City
County / State / Region
ZIP / Postal Code
Contact number
*
Income (Annual)
*
Investment Income
Do you have any other annual income from property / investments or other sources?
*
Yes
No
Other annual income from property / investments or other sources
*
Property / Rental income
Investment Income
Pension Income
State Pension
Pension Credit
Child Benefit
State Disability Benefit
Universal Credit/Tax Credits
Check all that apply
Property / Rental income
Investment Income (including dividends)
Pension Income (including annuities)
State Pension
Pension Credit
Child Benefit
State Disability Benefit
Universal Credit/Tax Credits
Credits & Maintenance
Do you receive any tax credits, child benefit payments or other income credits?
*
Yes
No
Please provide detail
Do you make or receive any maintenance payments?
*
Yes
No
Please provide detail
Personal Questionnaire
Expenditure
Mortgage/Rent
Council tax
Electricity
Gas
Home Phone & Broadband
Mobile
Water
House keeping (Food etc)
Child care costs
Other loans
Insurance
Pension
Travel / Vehicle
Credit cards
Clothing
Any other expenses
(holiday, school fees, second property mortgage payments etc)
Personal Questionnaire
Assets
Please list your current assets?
Residential Property
BTL Property
Savings
Pension
ISA
Investments
Personal Questionnaire
Liabilities
Please list your current liabilities?
Mortgage (Residence / Home)
Please list the lender, balance and monthly payment.
Mortgage (Investment / BTL)
Please list the lender, balance and monthly payment.
Loans / Hire purchase
Please list the lender, balance, monthly payment
Credit Cards
Please list the company, balance and credit limit.
Other
Please list the company, balance and credit limit.
Mortgage
I am looking to?
-- Please Select --
Purchase
Remortgage
I am a?
-- Please Select --
First Time Buyer
Homeowner
Landlord / Developer / Investor
The type of mortgage I am looking for is?
-- Please Select --
Residential
Investment (BTL / Development)
Property ownership - How will you own the property?
-- Please Select --
Individual
Limited Company / LLP
I am looking for properties in a price range of?
I have a deposit of?
I would like a term of?
Limited company / Limited liability partnership details
Registered name
Trading name (if different)
Principal activity
Telephone number
Registered address
Street Address
City
County / State / Region
Post code
Correspondence / business address (if different)
Street Address
City
County / State / Region
Post code
Company/LLP registration number
Business start date
MM slash DD slash YYYY
Number of directors/designated members
Country of incorporation
Landlord
Please provide details on your current property portfolio - eg. how many properties, loan amounts and values etc.
Credit Profile
Are you aware of any credit issues?
Yes
No
Please specify
Property
Do you know the property details / address for this mortgage?
Yes
No
Property Rental Amount (per month)?
Address
Street Address
City
County / State / Region
Post code
Property Type
-- Please Select --
Flat
Terraced
End of Terrace
Semi-Detached
Detached
Bungalow
Year Built
Number of beds
Number of floors
Is it a new build?
Yes
No
Freehold or Leasehold
Freehold
Leasehold
Amount of years
Garage or parking?
Garage
Parking
None
Basement or Cellar?
Basement
Cellar
None
Under construction?
Yes
No
Listed building?
Yes
No
Is it habitable?
Yes
No
Greater than 1 acre?
Yes
No
Used for agricultural?
Yes
No
Brick, block or stone?
Brick
Block
Stone
Slate or tile?
Slate
Tile
Flooded in 5 years?
Yes
No
Shared Owner?
Yes
No
Who can the lender contact for the valuation?
Estate Agent
Is an Estate Agent dealing with the sale?
Yes
No
Company
Name
Phone Number
Email
Address
Street Address
City
County / State / Region
ZIP / Postal Code
Solicitor
Would you like to use an approved lender panel solicitor?
Yes
No
Name
Firm
Address
Street Address
City
County / State / Region
ZIP / Postal Code
Email address
Do you currently have a mortgage?
Yes
No
Current Mortgage
Current Lender
Mortgage Account Number
Original Purchase Price
Outstanding Loan
Current Monthly Payment
Original Term
Term Remaining
Final Repayment Date
MM slash DD slash YYYY
Current Rate
Current Product Type (Fixed, SVR etc.)
Any Redemption Penalties
Current Repayment Type (C&I / IO/ Split)
Additional Borrowing (If yes please detail).
Any Additional Information
Bank Account
Account holder Name
Name of Bank
Account Number
Sort Code
Preferred Monthly Payment Date?
Our
Personal Questionnaire
is now completed, please submit the form.