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Gathering Your Information

موقعهم الإلكتروني زيارة الموقع In order to advise you correctly, it is necessary to gather as much personal and financial information as possible so that all things can be considered in our recommendations.

بلوق هنا Before doing so, you may want to read our ‘Privacy Policy‘. Hard Facts الاسهم السعودية اليوم تداول These are things that are unique to you and that are fixed. They include things such as your name, contact details, date of birth etc. These are time consuming to take down in a meeting, so we prefer if you can complete these using the forms opposite, from home where you have all of the information at hand. This is most relevant to existing policies such as pensions, savings accounts and investments.

هنا هنا Soft Facts

تلميحات مفيدة We prefer to spend our time together discussing these. These focus on your goals and objectives. For example, how much income do you think you would need to live on in retirement? Are you concerned about inheritance tax? What lump sum purchases do you wish to make? Do you want to buy a holiday home, for example. Whatever it is you are looking to achieve, we would like to discuss this at our meeting and delve more deeply into your wants and desires.

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Our Forms

تداول الخيارات الثنائية إسرائيل خبراء الإستشارة بالفوركس If you wish to use Lucent Financial Planning’s services, we will need to gather information on you. You can help this process by completing the forms below before we meet.

اسعار اسهم دانه غاز تحقق هؤلاء الرجال بها Your Risk Profiling Form This helps us understand the level of risk you would be willing to take with any investments or pensions that may be appropriate to you. Please complete and be as truthful to yourself as possible.

الخيارات الثنائية رمزها في بورصة نيويورك Your Fact Finding Form Please complete your personal details in this form along with details of any existing pension, investment or insurance policies that you currently have. Do not worry if you cannot complete it all, we will go through it together to complete any missing gaps.