Document Library

 

Website Links

Where we have provided links to third party websites for further information, you should be aware that we are not responsible for the accuracy, availability or functionality of these sites, and thus cannot be held liable, directly or indirectly, for any loss however caused by your use of these linked sites.

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

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. 

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.

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