Pre-meeting Information

Welcome to Blackdown Financial,

Prior to our initial meetings we find it useful to have a basic understanding of your personal needs and expectation.

Please complete the form below prior to your meeting date.

Name

Email Address

How can we help you?

What is your main financial concern at present?

Have you worked with a financial adviser before, and if so what was your experience?

What are you looking for in a financial adviser?

Do you currently have a written financial life plan?

What are your hobbies, interests and passions?

If you were to retire next month, or are you if you are currently retired, approximately how much money per month would you require to lead a dignified and comfortable retirement?

Additional comments

Pre-meeting Information

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