Financial Advice Library and Information

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20 Questions

This form is to assess your attitude to risk. To provide you with recommendations which best fit your individual needs it is important for us to understand your attitude to risk. Therefore, we ask you to complete this form early on in the process of working together. It will then be reviewed regularly as your circumstances change.

About Our Services and Costs

We have a transparent approach to fees, which we go through with you prior to starting work. This document explains our service and gives you an indication of our charges with examples.

Client Agreement

Being clear about the service we deliver is highly important. This document explains the way we deliver our service and your rights. We ask all clients to read this carefully before agreeing to work with us, as by signing you consent to the terms contained within.

Core Fact Find Bankhall

In order to offer you relevant financial advice, we need to have a full financial picture of your situation. This document will help us to do that and needs to be completed early on in our engagement together.

Letter of Authority

If you are transferring your assets from another provider, we ask that you complete this form. Our advisers will then support you through the process.

Rules of Intestacy

When a person dies and they didn’t make a valid will, their estate is shared out according to a set of rules known as the Rules of Intestacy. This flowchart, provided by the Society of Will Writers (of which Cotswold Independent Financial Services are members), shows the rules in practice.