Confidential Profile

This personal financial planning summary is designed to help you take inventory and assign realistic values to your personal assets and liabilities.  It is the essential first step in organising a sensible financial plan for your future.  Please complete the following form prior to your meeting.

Do you have any vulnerabilities or disabilities that you feel that you need additional support in making financial decisions?

For example, a vulnerability or disability could be (but not limited to) depression, dyslexia, dyspraxia, illness, etc.

Financial Services and Markets Act 2000

Regulated financial planners are required to have proper regard for a client’s best interests in any advice given. They must therefore do their utmost to ensure that they are aware of your personal and financial circumstances so that their advice is the most suitable for your needs. The questions here have been specifically designed to help Lexington provide advice that meets your needs. If, for any reason, you decline to answer any or all of the questions or if you fail to provide true and accurate information to the best of your knowledge, the advice given subsequently may not be best advice, as it can only be based on the information provided.

Data Protection Act 2018 – Disclosure of Information

The information given in this document and other information subsequently provided will be retained on computer for reference purposes and will be held in accordance with the Data Protection Act 2018 (DPA 2018), and the General Data Protection Regulation (GDPR) as it applies in the UK. The details may be passed to the regulatory authorities and auditors for the purpose of compliance.