5 Min Financial Healthcheck - Keystone Wealth Management

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5 MINUTE HEALTH CHECK

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» PENSIONS
» INVESTMENTS
» MORTGAGES
» PROTECTION
» WEALTH MANAGEMENT
» ESTATE PLANNING
» LONG TERM CARE
CORPORATE
» AUTO ENROLMENT
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» 5 MINUTE HEALTH CHECK

5 Minute Financial Healthcheck

Please complete the form below. The information collected will be used solely for the purposes of providing background information when contacting you to arrange an appointment.

If you are human, leave this field blank.
1. My Will is right up to date and reflects my current wishes

Up to Date

Drafted-Not Signed

No Will

2. My assets will be transferred to all the right people, at the right time tax efficiently

Yes

No

3. I have someone that is able to make financial descisions on my behalf if i am unable to do so

Yes

No

4. My surviving family or executor would easily find all relevant documentation

Yes

No

Maybe

5. My family is aware of my medical and lifestyle wishes

Yes

No

6. To what extent is your estate liable to Inheritance Tax?

Protection in Place-Below the Limit

Don't Know-Some Liability

Liable & No Provision

7. Are you expecting to receive an inheritance?

No

Yes, a little. Don't know the Amount

Yes, a lot.

8. Are you the beneficiary of a Trust?

No

Don't Know

Yes

9. Pension running costs acceptable and competitive?

Yes

No

Don't Know

10. Pensions on-target to retire when you plan to?

Yes

No

Don't Know

11. Have you utilised your maximum pension contribution allowance?

Yes

Don't Know

No

12. Are you satisfied with the performance of your pensions/investments?

Entirely

Would like to review

Definitely Not

13. Have you used your full ISA allowance this year?

Yes

No

Don't Know

14. Do you have more deposit savings than is necessary for short-term needs?

Yes

No

Don't Know

15. Are you getting the best returns on your savings?

Yes

No

Don't Know

16. Do you have provision in place for school/college fees?

Provision in Place or N/A

Don't Know

No, Need to review

17. Do you have provision in place to cover Long Term Care?

Sufficient Insurance

Don't Know

No Funding in Place

18. Are your pension/investment risk levels appropriate to your own risk tolerance?

Yes

Don't Know

Definitely Not

19. Is your income well structured and tax efficient

Yes

Don't Know

Definitely Not

20. Is your mortgage rate still competitive?

Yes

Don't Know

No

21. Do you have sufficient mortgage cover (death & critical illness)?

Yes to Both

Death Yes, CI No, CI Yes, Death No, Don't Know

No to Both

22. Are all your loans covered in event of death & critical illness?

Business & Personal Yes

Business Only, Personal Only, Don't Know

No to Both

23. Did you purchase insurance from your finance/loan provider?

No

Don't Know

Yes

24. Do you have sufficient available cash to see you through illness?

Yes

Don't Know

No

25. Is your income protected in event of long-term disability?

Yes

Don't Know

No

26. Have you protected your family's income in event of your own death or serious illness?

Yes

Don't Know

No

27. Financial provision for child-care in the event of death or serious illness of spouse/partner?

Yes

Don't Know

No

28. Is your private healthcare adequate and competitive?

Yes, happy with NHS

Don't Know, Needs Checking

No

29. If you own a business, do you have tax deductible life assurance in place (if eligible)?

Yes

Don't Know, Not recently

Not at all

30. Are there sufficient funds in place to purchase business of deceased or critically ill partners?

Yes

Don't Know, Some, but insufficient

None

31. Do you already have a Keystone Advisor? If so who?

Age group

Name

Company (if applicable

Email Address *

Telephone

Anything else?

Contact Us

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Keystone Wealth Management Ltd, Vine House, 143 London Road Kingston-Upon-Thames Surrey KT2 6NH United Kingdom, enquiries@keystoneifa.co.uk

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© Keystone Wealth Management Limited is registered in England and Wales. Registration number: 07153249. Registered Address: Vine House 143 London Road, Kingston Upon Thames, Surrey, KT2 6NH
Keystone Wealth Management Limited is an appointed representative of Quilter Mortgage Planning Limited and Quilter Financial Services Limited, which are authorized and regulated by the Financial Conduct Authority.
Quilter Mortgage Planning Limited and Quilter Financial Services Limited are entered on the FCA Register (https://register.fca.org.uk/) under references 440703 and 440718.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.