Jack Girdlestone – 1993-08-20

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Client Details

Client's Email Address: jackgirdlestone@gmail.com
Client's Telephone Number: 07956422148
Where did the client hear about us?: Your place of work
Where did you hear about us, other?: HCAT
Fact Find Video Views: 13/01/2021 07:31:11 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?:
I'm looking to buy my first house.
What is your first name?: Jack
What is your surname?: Girdlestone
What is your date of birth?: 20/08/1993
Do you have a partner?: no
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?: 21,000
Are you saving into your cash based accounts regularly?: yes
How much are you saving into your cash based accounts per month?: 1,500
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?: no
At what age would you like to retire?: 67
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?: 27,600
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?: total
What is your total monthly expenditure?: £400
How much money do you have left at the end of the month?: £1,500

Fact Find Steps

Current Step: 5
Fact Find Completed Date: 08/01/2021 07:01:46 pm
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Employee Video Code

Current code: HCAT

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