Gail Padfield – 1984-06-27

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Client Details

Client's Email Address:
Client's Telephone Number: 07791664671
Where did the client hear about us?: Your place of work
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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?:
Buying an additional property.
What is your first name?: Gail
What is your surname?: Padfield
What is your date of birth?: 27/06/1984
Do you have a partner?: yes
What is your partner's first name?: William
What is your partner's surname?: Padfield
What is your partner's date of birth?: 15/03/1982
Do you have any financial dependants?: yes
Type Name DOB
child Penny 18/02/2019

Assets & Liabilities (step 2)

Do you have a partner?: yes

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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Employee Video Code

Current code: HCAT

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