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The aim of these questions is very simple. For me to identify if, and how I can help you save money. I am finding that in almost all cases, I can help you out with some kind of financial advice either now or in the future. If I can help you now, then I will ring you to explain how I can make you savings. However if, for example you have no immediate need for financial advice, for example you have a fixed rate mortgage and it is due next year then I will diary the event and give you a ring closer to the time.
Whenever you use me for advice and I get paid I will pay you with a High Street Voucher for £25.00.Therefore for you it is a win-win situation. I will review you financial circumstances using the questionnaire. If I can help you, you will save money. In addition you will recieve the £25.00 voucher. If I cannot help you you have still won because at least you know your financial situation is perfect for you at the moment.
The vouchers can be used in lots of high street stores including Argos, Boots, Matalan etc. A full list of stores which accept the vouchers can be seen by clicking here.
The main areas where I can help you will be pensions, mortgage, life insurance and investments. That been said I can also advice on any financial matter whatsoever. For pensions and investments I will refer you to a suitably qualified adviser.
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The Questionaire now follows:
