Expenses Review

Current Expenses

The table will give a broad approximation of likely expenses It is not exhaustive and it what you spend currently or would propose to spend.

Grocery Shopping Bill

Eating Out & Socialising

Entertainment

Holidays

Clothes

General Household

Lifestyle (hobbies, activities)

Internet/TV Plan

Mobile Phone Plan

Health Insurance

Medical

Life Assurance (Mortgage)

Loans

Mortgage

LPT

House Insurance

Car Insurance

Car Repairs/NCT etc

Car Tax

Fuel

Bin Charges

Electricity

Gas

Education

Gifts/Charity Donations

Future Expenses

Childcare

House Renovation

New Car

Education

University

If you have other expensive not listed above, pleas eadd them here

Declaration & Submission

I / We confirm that I / We have received a copy of the Investwise Terms of Business letter and that I / We have read through and understand these terms. *

I / We confirm that all the information contained in this Fact-find and supplied by me / us is accurate to the best of my / our knowledge at this time. *

I / We confirm that if I / We do not disclose all relevant information requested on the Financial Review that Investwise will be unable to give a full recommendation. *

I / We confirm that I / We have been advised to make a will (if not already made). *

I / We also hereby give Investwise permission to contact me / us by telephone, letter, email, text and or Appointment Card over the next 12 months to discuss / arrange my / our annual financial review and / or to discuss new products which Investwise feel may be of interest to me/us. *

Your Name *

Your Partners Name

Date *

I consent to send my data via email as outlined in your Privacy Policy.

Collection & Use of Personal Information