Details Change Submissions
Details below in order of most recently submitted. If you drag over table below you can copy and paste it into Excel.
| Date | Full Name | Date of Birth | Address | Email Address | Telephone Number | Employment | Marital Status | Number of Dependants | Any Other Personal Details | Income Amount | Expenditure Amount | Retirement Age | Investment Withdrawal Likelihood | Investment Objectives Changed? | Other Changes | Consider Yourself Vulnerable? | View of Risk for Investment Changed? |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 18-12-24 | Paul Crawford Stanton | 28/05/1959 | 6 Keycroft Copse | [email protected] | 01793886334 | ||||||||||||
| 24-11-24 | PAUL MOONEY | 10 MAY 1964 | |||||||||||||||
| 24-11-24 | Mrs Rachel Gillian Curtis | 20/01/1968 | Part time Job - Volunteering | Monthly income from Transact starting August 2024 | Going over my budget a bit at the moment as have spent a lot on the house etc since moving in back in March this year. Have earlier this month transferred part of my income from Transact from my main account for bills into another one, so hopefully next few months things will settle down more . probably wont have chance to sit down properly before xmas with setting up sreadsheet as planned but on my list to do. | Holiday to Japan in next couple of years and few mini breaks, house renovations and changes | Still feel vulnerable since my sexual attack at work back in August 2024 but have improved a lot mentally and physically since ,still working on it. Taking each day as it comes with dealing with the other side of my divorce and being rejected by the situation and truly being single after 25 years , feeling alone and not wanted, but improving and constantly working hard on this mentally. | ||||||||||
| 24-11-24 | Ron Ebrey | 17th July 1940 | [email protected] | ||||||||||||||
| 24-11-24 | Andrew David Boland | 18/06/66 | Barharrow Farm, Gatehouse of Fleet, Castle Douglas, DG7 2BA | Self Employed | |||||||||||||
| 23-11-24 | Thomas. Norman Cooper | 20/12/1940 | I have had radiotherapy for prostate cancer. | ||||||||||||||
| 23-11-24 | Gary Egleton | 2/10/1961 | 6 Molyneux Road | [email protected] | 07831691007 | Self Employed | Married | 0 | 50000 | ||||||||
| 23-11-24 | Elizabeth Ann Hews | 23/03/1955 | £28,500 (net income - includes employment pension, state pension and monthly withdrawal from Transact) | £28,500 approximately | Already retired. | Continue to withdraw monthly amount of £300 per month. I believe my current plan includes withdrawal in the event of purchasing a car - do not know at present when that will be. | No | NO | No | ||||||||
| 23-11-24 | Virginia Iris Watson | 14 November 1946 | ongoing | ||||||||||||||
| 23-11-24 | Robert Gunther Hartmann | 11 March 1963 | |||||||||||||||
| 23-11-24 | graham frederick reginald gale | 10 10 1949 | no change | no change | no change | no change | no change | no change | no change | ||||||||
| 23-11-24 | Jane Rogers | 31.5.63 | 23 Glover Street, | [email protected] | 07546573803 | Cambridgeshire County Council | Married | None | No | £22 800 net | 22,800 approx | Had said 67, but may want to retire earlier, or may get made redundant, uncertain at moment. | Quite likely | No | No | No | No |
| 22-11-24 | Nigel Sefton | 26/03/1960 | Planning to retire 31/05/2025 | ||||||||||||||
| 22-11-24 | Lisa Tonge | 22 May 1967 | Made redundant - not currently working | Unsure at this stage whether I will return to work in some form. Living off redundancy at present whilst Darren continues to work. If I do not return to work before April then I need to contact you to reduce my pension contribution due to tax implications. | No income - living on redundancy | Potentially when my redundancy runs out will need to access pension for income - probably age 59 | Yes as stated | ||||||||||
| 22-11-24 | Wayne Richard Taylor | 31/10/1959 | Retired | Possibly | |||||||||||||
| 22-11-24 | Clive Wilfred Rushen | 01/03/1950 | 6 Jubilee Estate | [email protected] | 01793770933 | Retired | Married | 0 | No | Probably | No | No | No | No | |||
| 22-11-24 | Gillian Waite | 02/11/1956 | 54 GREEN ROAD | [email protected] | 01793822534 | No | Maybe | No | No | ||||||||
| 22-11-24 | Malcolm Waite | 10 March 1953 | |||||||||||||||
| 22-11-24 | Neville Daytona | 10/12/1961 | NHS Part Time, three days a week | No significant changes | I haven't made any firm decision on when to fully retire but expect to do so when I draw may state pension at age 67 | Possibly small amounts as required | No | As an employee of the NHS I am accruing benefits in their retirement plan. | No | No | |||||||
| 22-11-24 | Robert William Whittle | 11/01/1947 | 81 Brook Street, Wollaston, Stourbridge, DY8 3UX | [email protected] | Home: 01384 441436. mobile: 07973502094 | Retiered | Single | 1. Son. Jody Whittle-Wyeth | £17,626 | £335 pm for bills. Personal expenses vary as do car tax/insurance and house insurance. | No | My Invesrments are my Pension, so yes. | No | No | No | No |