Financial LifeStyle Review

The Financial LifeStyle review has been designed to address changes in your current situation and financial priorities for the year ahead.

Your priorities may well change year-on-year and could be affected by alterations in your circumstances. Checking these priorities will help us to ensure you're receiving the appropriate support.

Please rate the importance of the following for you during the next 12 months.

1 is very important - 5 is not important.

  Level of importance
1 2 3 4 5
Family Protection
Diversifying or simplifying investments
Increasing income now
Planning for retirement
Increasing income in the future
Income in the event of death
Income in the event of illness/injury
School fees
Providing for your children’s future
Capital growth
Mitigating inheritance tax
Improved return on savings
House purchase
Repayment of debt
Other (please specify)