Fact-Find Questionnaires

PWS Financial Consulting Southport

PWS Fact-Find Questionnaire

We will use this questionnaire, alongside any other information you provide us with, to give you suitable advice. It is essential for you to provide us with as much accurate information as you can.

PWS Financial Consulting Southport

Retirement Options Questionnaire

You should complete this questionnaire alongside a fully completed fact-find questionnaire. If you choose to omit various sections, you should be aware that we would base our advice only on the information provided.

Terms & Conditions

PWS Financial Consulting Southport

What We Do & How We Charge

We have developed our services and fees to reflect the complexity of each client’s financial situation. This document details these services along with how we charge.

PWS Financial Consulting Southport

Investment and Protection Terms and Conditions

This agreement sets out the terms under which we will provide our services to you, so it is important you read it fully and in conjunction with our ‘what we do and how we charge’ document. If there is something you do not understand please ask us to explain it.

PWS Financial Consulting Southport

Customer Privacy Notice

During the course of dealing with us, we will ask you to provide us with detailed personal information relating to your existing circumstances, your financial situation and, in some cases, your health and family health history (Your Personal Data). 

Letter of Authority

PWS Financial Consulting Southport

Letter of authority

Authority to enable PWS Financial Consulting Ltd to obtain information on policies held with other organisations and product providers.

Client Resources 

As a client, you have access to a comprehensive range of resource tools, services and advice and we will strive to provide you with an extremely high standard of personal service.

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