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 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.
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
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.
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
Letter of Authority
Authority to enable PWS Financial Consulting Ltd to obtain information on policies held with other organisations and product providers.
Get in touch
If you would like to learn more or book a no-obligation initial meeting, we would love to hear from you. Enter your details below and we will be in touch.