Amber Lunn – 2002-08-25

Home / Fact Find / Amber Lunn – 2002-08-25

Client Details

Client's Email Address: amber.lunn@revellward.co.uk
Client's Telephone Number: 07857626447
Where did the client hear about us?: Your place of work
Where did you hear about us, other?: Revell Ward Limited
Fact Find Video Views: 10/05/2021 03:29:36 pm
I agree to Lifetime's Privacy Policy: 1
I agree to receive occasional marketing from Lifetime: 1

Personal (step 1)

What are your questions or concerns about your financial future?
Do you have any dreams for the future which you might need to plan for?:
As an 18 year old, i am trying to find the balance between enjoying spending time with my friends and making memories such as group holidays and festuvals, along with saving up for the future such as a first home and a car etc.
What is your first name?: Amber
What is your surname?: Lunn
What is your date of birth?: 25/08/2002
Do you have a partner?: no
Do you have any financial dependants?: no

Assets & Liabilities (step 2)

Do you have any savings or investments?: no
Do you have a partner?: no
At what age would you like to retire?: 68
Do you have any pensions savings other than your current employer scheme?: no
Do you own your own home?: no
Do you have any other mortgages?: no
Do you have any loans, including credit cards or car finance?: no
Do you have any protection policies other than the provision provided by your employer (if applicable)?: no

Income (step 3)

Which of the following do you have?: employment
What is your annual salary?: 11520.00
Are you a member of your company pension scheme?: no
Do you have a partner?: no
Do you have any other sources of income?: no

Expenditure (step 4)

Do you have a partner?: no
Do you want to fill out a detailed expenditure questionnaire or would you prefer to put in a total monthly figure?: detailed
Housekeeping: 0
Children: 0
Personal: 41
Motoring: 0
Other: 15
How much money do you have left at the end of the month?: 884.00

Fact Find Steps

Current Step: 5
Fact Find Completed Date: 04/05/2021 04:57:20 pm
Upload Video

File name:

File size:

Park this client
Employee Video Code

Current code:

By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close