Bailey Heanan – 1997-09-22

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Client Details

Client's Email Address: Baileyheanan@hotmail.com
Client's Telephone Number: +44 7828 845104
Where did the client hear about us?: Recommendation
Fact Find Video Views: 15/07/2021 10:43:05 am
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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?:
I got in debt when I was at university. i have paid most of it off, however my credit score is awful and I want to start looking at saving am=nd getting a decent mortgage and house. just need advice with what to do really.
What is your first name?: Bailey
What is your surname?: Heanan
What is your date of birth?: 22/09/1997
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?: 60
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
Please tell us details (what it is and estimated value) of any other assets you have that you think may be of value?: When my grandmother past she left me around £40,000 which my dad has kept in an account until I'm ready to get a house
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?: 24000
Are you a member of your company pension scheme?: yes
Which type of company pension do you have?: dc
What is the value of your company pension pot?: not sure
What percentage of your salary are you contributing on a monthly basis?: Not sure
What percentage of your salary is your employer contributing on a monthly basis?: Not sure
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?: total
What is your total monthly expenditure?: 1600
How much money do you have left at the end of the month?: 77
Is there anything else you would like to tell us, or any other questions you would like to have answered?: Just need to get better at saving money and look a cheaper ways of having fun and saving

Fact Find Steps

Current Step: 5
Fact Find Completed Date: 15/06/2021 02:40:13 pm
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Current code: Galaxy Insulation

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