Financial Healthcheck

Please complete the form below for your free financial healthcheck to find out how healthy you really are. Alternatively you can call us on 01942 206690 and we will be more than happy to help. Have fun! Please be aware that due to maternity leave response times may be longer than usual. We will reply to you as soon as possible and your patience is appreciated. Do you expect to receive an inheritance in the near future? Yes No Not sure Not applicable Have you fully utilised your ISA allowance this year? Yes No Not sure Not applicable Do you have more cash in bank/building society accounts than you need in the short-term? Yes No Not sure Not applicable Will you be able to afford the things that are important to you in the future (e.g. school fees, wedding)? Yes No Not sure Not applicable Are you comfortable with the level of risk you are taking with your investments and/or pensions? Yes No Not sure Not applicable Are you satisfied with the levels of return you are getting from your investments and/or pensions? Yes No Not sure Not applicable Is your pension fund sufficient to enable you to retire when you want to? Yes No Not sure Not applicable Are you happy that you've got the most suitable mortgage for your circumstances? Yes No Not sure Not applicable Will your mortgage and any other loans be paid off if you die or become critically ill? Yes No Not sure Not applicable Did you purchase mortgage/loan insurance from your mortgage company/loan provider? Yes No Not sure Not applicable Will your family be financially secure in the event of your death? Yes No Not sure Not applicable Is your will up to date? Yes No Not sure Not applicable Have you sufficiently planned for any Inheritance Tax on your estate? (only applicable if your total assets exceed £300,000) Yes No Not sure Not applicable Would you have sufficient income if you were unable to work because of long-term disability? Yes No Not sure Not applicable Do you have adequate private health insurance? Yes No Not sure Not applicable If you own a share in a business, are there sufficient funds in place to purchase the share of a deceased or critically ill business partner? Yes No Not sure Not applicable   Please complete your contact details below and we will contact you with your results: Name :   * Questions :   Tel :   * Email :   *   * Required Items I prefer to be contacted by... Phone Email By providing my details I wish to receive printed brochures and information, including e-communications. Your details will not be passed to any external agencies and will only be used by NJB Financial Consultants Ltd Yes No DATA PROTECTION: (1)   All the above details provided by you will be held by us and used in accordance with our Privacy Policy.