Notes... OUTGOINGS Total average monthly £ £ household expenditure* Average monthly surplus/deficit £ £ (Monthly household income minus monthly household expenditure) If there is a surplus, how much of it can be committed to £ £ financial planning objectives (i.e. savings, protection) * If you need help working this out you can use the budget planner on page 21 to help break down your expenditure. Notes... EXISTING ASSETS Main residence approximate £ £ value (if applicable)? Current accounts and savings accounts ACCOUNT 1 ACCOUNT 2 ACCOUNT 3 ACCOUNT 4 Owner (Client 1 / Client 2 / Joint) Provider (Bank or B.Soc name / NS&I) Type of account (Current / Savings) Fixed term? Yes / No Yes / No Yes / No Yes / No Maturity Date (If applicable) Current value or last £ £ £ £ known value ACCOUNT 5 ACCOUNT 6 ACCOUNT 7 ACCOUNT 8 Owner (Client 1 / Client 2 / Joint) Provider (Bank or B.Soc name / NS&I) Type of account (Current / Savings) Fixed term? Yes / No Yes / No Yes / No Yes / No Maturity Date (If applicable) Current value or last £ £ £ £ known value Note anything you feel is relevant to the above accounts not already captured by the questions above:
Notes... OUTGOINGS Total average monthly household expenditure* £ £ Average monthly surplus/deficit (Monthly household income minus monthly household expenditure) £ £ If there is a surplus, how much of it can be committed to financial planning objectives (i.e. savings, protection) £ £ * If you need help working this out you can use the budget planner on page 21 to help break down your expenditure. Notes... EXISTING ASSETS Main residence approximate value (if applicable)? £ £ Current accounts and savings accounts ACCOUNT 1 ACCOUNT 2 ACCOUNT 3 ACCOUNT 4 Owner (Client 1 / Client 2 / Joint) Provider (Bank or B.Soc name / NS&I) Type of account (Current / Savings) Fixed term? Yes / No Yes / No Yes / No Yes / No Maturity Date (If applicable) Current value or last known value £ £ £ £ ACCOUNT 5 ACCOUNT 6 ACCOUNT 7 ACCOUNT 8 Owner (Client 1 / Client 2 / Joint) Provider (Bank or B.Soc name / NS&I) Type of account (Current / Savings) Fixed term? Yes / No Yes / No Yes / No Yes / No Maturity Date (If applicable) Current value or last known value £ £ £ £ Note anything you feel is relevant to the above accounts not already captured by the questions above:
Fact%20Find%20Lite%20Sept17.docx