Ongoing Service Review Confidential Questionnaire

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Nexus believes that striving to improve our service is a never-ending journey. Therefore, as part of our review service we ask that you complete and return this short questionnaire. It gives you the opportunity to highlight areas of financial concern or interest, and on receipt our client care team will liaise with you and your adviser ensuring requests are dealt with promptly

A detailed description of our service levels are contained in Our Ongoing Service Levels & Deliverables document.

Download a printable PDF version of this form here PDF

Contact Details

To ensure efficient communications please confirm your current contact details below:

Email / Phone / No Preference

9am -12 Noon / 12 Noon - 1pm / 1pm - 5pm / 5pm - 7pm

Personal Circumstances

Health: YES / NO

Employment: YES / NO

Income: YES / NO

Inheritance: YES / NO

Marital Status: YES / NO

Dependents: YES / NO

If you have answered YES to any of the above please provide brief details below (e.g. details of new employment, salary changes, expected inheritances, decline in health, marriage or divorce, birth of a child, etc.). If none please state None.

Attitude to Investment Risk

Simply put, do you consider yourself either more cautious or adventurous, when compared with when you made the original investment, or do you require a review of your attitude to investment risk? (This is how much risk appetite you are willing to take to achieve your savings and investment goals.) The risk ratings of the investments you hold are highlighted in your latest Ongoing Service Report.
(To view attitude to risk descriptions click here.)

YES / NO

If NO, you will be indicating that you are happy with the risk profile of your investments and happy for them to remain unchanged.

Reviews Required

Investments: YES / NO

Pensions: YES / NO

Protection: YES / NO

Mortgage: YES / NO

Full Review: YES / NO of my products/portfolio.

Investments


You may be able to contribute up to £20,000 into an Individual Savings Account (ISA) in this current tax year 2023/24.

Used maximum ISA allowance: YES

Not used any ISA allowance: YES

Partially used ISA allowance: YES

YES / NO / Next Tax Year

YES / NO

Details/Amounts

Pensions

YES / NO / N/A


YES / NO / N/A


Investment Planning - I have cash or cash ISAs I want to work harder for me:

Retirement Planning - I have pensions that need reviewing:

Protection Planning - I want to protect my family/loved ones:

Protecting My Income - I want to ensure my income is maintained in the event of illness or disability:

Inheritance Planning - I want to make sure the right money passed into the right hands at the right time:

Estate Planning - I need to make a will or Lasting Power of Attorney:

Investment Review - I would like to have an investment review completed:

Other (please state):

Already have / Definitely will / Maybe / Unlikely




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At Nexus we believe in building strong and long lasting relationships with our clients, by providing clear and concise financial advice. We think our clients value our advice and know we've helped to offer them some peace of mind with their financial affairs.

We also know though that there are many other people who can still benefit from good independent financal advice, so we're always pleased when clients refer their friends, family members or colleagues to us.


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