Whenever we see a new client in need of financial advice, or revisit the existing financial plan for an existing client, we need to gain a thorough understanding of the current financial circumstances. This helps us to satisfy the Financial Services Authority guideline to financial advisers regarding “Know Your Client”.

If you are wanting us to operate on a fee basis then you may want to collate this information yourself so here is a copy of the form for you to download and print. Then we won’t have to charge you for us doing it. It can be posted or emailed back to us before your first visit to our Coventry office.

personal fact find

corporate fact find

One of our areas of financial specialism is providing advice to owner managed businesses and we suggest that both documents are completed by potential clients in this situation.

However, we do require very exact detail about some of your pension, investments, insurances and other benefits so we may still have to write to some of your current product providers directly to obtain this. The small print in some of those older pension contracts can be quite valuable to you with the passage of time.