Financial Review Questionnaire









Confidential Personal Update

Please complete and submit the form below to help your Adviser provide you with the most appropriate advice.
Download a printable PDF version here PDF

Please answer YES or NO to the following questions.

(To view attitude to risk definitions click here.)

(Married, separated, divorced, changed address or contact details, additional family members?)

(Employment, self-employment, redundancy, increase or decrease in earnings, mortgage change, savings, investments.)

(Personal planning, auto enrolment)

(Personal savings, school fees, university fee planning.)

(Life assurance, critical illness, income protection, family income benefit, private medical insurance. Business owners – share protection, key person/relevant life cover.)


(To view attitude to risk definitions click here.)


Cautious

Moderately Cautious

Balanced

Moderately Adventurous

Adventurous


(Please answer YES or NO.)

(Please answer YES or NO)


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Coffeehouse Giftcards



Nexus Coffee Club Recommend Nexus to a Friend

At Nexus we believe something good is worth sharing, so to reward clients who share their recommendation of our services with others, we've created our Coffee Club. Every time you recommend Nexus to someone who you think might benefit from good independent financial advice, we'll send you a £5 coffeehouse gift card for you to enjoy a coffee with a friend!

Please visit our Nexus Coffee Club website for full details (Terms & Conditions apply).


Visit Nexus Coffee Club



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