Key Concerns

Family fitness check

We organise our finances separately.
Please go back to Single unless you have children.

Name*

Title
Initials
Surname

How would you like us to contact you?*

Email
Postal Address
Telephone

Are you an existing client of St. James's Place?*

Yes
No

We have worked out our financial goals and objectives*

No I haven't
Yes I have!

We have a written financial plan*

Yes
Not yet

We are saving money*

I am
I'm not
I wish I were

We plan our spending*

Always
Sometimes
Never

We are concerned about:*

Education
University fees and costs

Mortgages*

We have paid it off
We are on track and all is well
We may be paying too much

Risk and Investments*

We have a tax efficient and balanced portfolio
We have some investments
We have none...help!

Risk and Life*

We have adequate life cover and review it each year
We have some life cover and hope it is enough
We do not have any

Risk and Life*

We are fully covered in the event of either of us suffering a long term illness or disability and we review it frequently
We have some cover in the event of long term illness and disability , but it is a while since we checked it over
Oh, you mean accident insurance, yes we have that
We have none

Risk and Life*

We have adequate critical illness cover
We have some critical illness cover
What is critical illness cover

We have written wills*

Yes
No

Please enter the security code below to validate your submission

Key Concerns

Family fitness check

We organise our finances separately. Please go back to Single unless you have children.

Name*

How would you like us to contact you?*

Are you an existing client of St. James's Place?*

We have worked out our financial goals and objectives*

We have a written financial plan*

We are saving money*

We plan our spending*

We are concerned about:*

Mortgages*

Risk and Investments*

Risk and Life*

Risk and Life*

Risk and Life*

We have written wills*

Please enter the security code below to validate your submission

The fields marked * must be filled in before you can successfully submit the form.

We organise our finances separately.
Please go back to Single unless you have children.