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We've brought together some downloads we believe will be helpful in your Financial Planning journey. They're free of charge, you don't even need to give us your email address to access them.

Retirement health form

This form allows us to capture relevant health information to determine whether we can obtain an enhancement to your annuity rate for health or lifestyle reasons.

Expenditure questionnaire

Establishing your current normal spending pattern is a vital starting point for building a robust Financial Plan. This questionnaire is highly comprehensive, to help ensure you capture an accurate picture of your current outgoings, and how they may change in future.

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