Lifetime Focuser
It may be helpful ahead of the call to have updated information regarding your assets and liabilities, your pension policies or investments, and any life cover.
You can bring these to the meeting or if you are happy to share with us ahead of the call you can complete and return our Lifetime Focuser.
Click view Lifetime Focuser to download
Please complete as best you can and send with any accompanying information you are happy to share to the person you have booked with:
Fliss – Fliss.wallace@seymourfinancial.co.uk
Alice – Alice.ruben@seymourfinancial.co.uk
For security you may which to send this encrypted or password protected and let us know the password separately.
This document also contains our Data protection policy and Ts&Cs
Back to Home