Elise Pickard – 1996-07-11

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Client Details

Client's Email Address: elise.pickard@stafftreats.com
Client's Telephone Number: 07765955557
Where did the client hear about us?: Your place of work
Where did you hear about us, other?: Staff Treats
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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?:
- Credit card advice -Budgeting for living in london -
What is your first name?: Elise
What is your surname?: Pickard
What is your date of birth?: 11/07/1996
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?: 70
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?: 25,000
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

Fact Find Steps

Current Step: 4
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Current code: Staff Treats

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