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 Resource Centre

Tax Facts 2017/2018

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Corporate Financial Planning Questionnaire

For: Director/Partnership/Share Protection; Pensions Planning; Keyperson Insurance; Capital Protection; Tax Mitigation; Corporate Expansions; Employee

This questionnaire has been designed in line with the Financial Services Act 1986 and subsequent legislation in order to record information relevant to de-tailed & suitable advice to your financial needs.

The information supplied will be kept in strictest confidence & is only required to support the best possible advice.

If you feel uneasy about supplying answers to all the questions at this time, please sign the box at the end of the form and we will endeavour to deal with your request in line with the information you have supplied.

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Financial Planning Questionnaire

Ward Williams Financial Services Limited wish to give you the best possible financial advice. That is why our Financial Planning Questionnaire asks rather detailed questions. They help our adviser to understand your situation properly and to give you the most appropriate advice for your aims and needs.
Please check the information you provide on this form carefully before you consent to our use of it in providing financial advice.

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Ward Williams has a number of financial calculators which may be of interest to you.