David Leak – 1975-01-17

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Client Details

Client's Email Address: dleak@horizoncc.co.uk
Client's Telephone Number: +447949683467
Where did the client hear about us?: Your place of work
Where did you hear about us, other?: Horizon Community College
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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?:
To be able to retire comfortably on my pension.
What is your first name?: David
What is your surname?: Leak
What is your date of birth?: 17/04/1975
Do you have a partner?: yes
What is your partner's first name?: Jennifer
What is your partner's surname?: Booth
What is your partner's date of birth?: 02/09/1974
Do you have any financial dependants?: no

Assets & Liabilities (step 2)

Do you have any savings or investments?: yes
How much do you have in cash based accounts?: 500
Are you saving into your cash based accounts regularly?: yes
How much are you saving into your cash based accounts per month?: 25
How much do you have in investment based accounts?: 0
Are you saving into your investment based accounts regularly?: no
Do you have a partner?: yes
Does your partner have any savings or investments?: no
At what age would you like to retire?: 67
Do you have any pensions savings other than your current employer scheme?: no
At what age would your partner like to retire?: 67
Does your partner have any pensions savings other than their current employer scheme?: yes
Which type(s) of pension does your partner have?: Defined Contribution
What is the total value of all your partner's pension pot(s) other than your partners current employer's scheme?: 0
Is your partner saving into their defined contribution schemes regularly?: No
Do you own your own home?: yes
What is the value of your home?: 160,000
Do you have a mortgage on this property?: no
Do you have any other mortgages?: no
Do you have any loans, including credit cards or car finance?: yes
Amount Time Remaining Monthly Repayment Interest Rate Type
7000 6 100 0
Please tell us details (what it is and estimated value) of any other assets you have that you think may be of value?: Property £180,00 Art work £8000 Home contents £20,000
Do you have any protection policies other than the provision provided by your employer (if applicable)?: no

Income (step 3)

Do you have a partner?: yes

Expenditure (step 4)

Do you have a partner?: yes

Fact Find Steps

Current Step: 2
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Current code: HCAT

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