Amber Lunn – 2002-08-25

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Client Details

Client's Email Address:
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
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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
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