Fortuna Financial Planning
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    Open or transfer an investment account online. Once you have completed the application one of our advisers will contact you with an investment proposal.

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  • Introduction

  • What is your name and date of birth?

  • DD slash MM slash YYYY
  • Investment Application

  • Risk

  • Your Investment profile

  • Conservative

    • Prefer to keep capital safe rather than to seek high returns.
    • Lend towards saving money in the bank and not comfortable with stock markets.
    • Limited knowledge of financial matters.
    • Minimal experience with investing beyond bank accounts.
    • Always take a long time to make financial decisions.
    • Usually suffer with server regret if decision turn out badly.
  • Cautious

    • Prefer to keep capital safe but could be persuaded for controlled exposure to better returns.
    • Prefer saving money in the bank but could consider other types of investments may be better over longer periods.
    • Low to moderate knowledge of financial matters.
    • Limited experience with investing in financial products, beyond bank accounts.
    • Can take a relatively long time to make financial decisions.
    • Regulatory suffer with regret if decision turn out badly.
  • Balanced

    • Understand that they have to take investment risk in order to meet their long term goals.
    • Willing to take risks with at least some of their available assets.
    • Moderate levels of financial knowledge.
    • May have some experience investment products that include equities and bonds.
    • Relatively quick when it comes to making financial decisions.
    • May suffer from some feelings of regret if their decisions turn out badly.
  • Adventurous

    • Happy to take on investment risk, understand that it is crucial for generating returns.
    • Willing to take risk with most of their avail assets.
    • Moderate to high levels of financial knowledge.
    • Usually experienced investors, who have used a range of different investment products in the past.
    • Able to make up their minds on financial matters and move quickly.
    • Sometimes suffer regret when their decisions that turn out bad, but accept occasional poor outcomes as part of a long term investment view.
  • Speculative

    • Often looking for the highest possible return, taking risks in order to achieve this.
    • Usually willing to take risk with all of their available assets.
    • High levels of financial knowledge.
    • Experienced investors, sometimes actively managing their own investments.
    • Will make quick decisions on financial matters.
    • Do not normally suffer regret when their decisions that turn out bad, they accept occasional poor outcomes in pursuit of long term investment goals.
  • Investment Application

  • Personal Information

  • DD slash MM slash YYYY
  • Landlord Details

  • Hidden
  • MM slash DD slash YYYY
  • Hidden
  • Hidden
    MM slash DD slash YYYY
  • Hidden
  • Hidden
  • Health

  • Family & Dependants

  • Investment Application

  • Income & Employment

  • Employment details

  • MM slash DD slash YYYY
  • Employed income

  • Employment details

  • MM slash DD slash YYYY
  • Self Employed income

  • Accountant details

  • Contractor details

  • MM slash DD slash YYYY
  • MM slash DD slash YYYY
  • MM slash DD slash YYYY
  • Please use the area to input any relevant information you have regarding your contracting income?
  • Retirement details

  • MM slash DD slash YYYY
  • MM slash DD slash YYYY
    Check all that apply
  • Investment Application

  • Expenditure

  • Please list your monthly expenses below?

  • (holiday, school fees, second property mortgage payments etc)
  • Investment Application

  • Assets

  • Please list your current assets?

  • Investment Application

  • Liabilities

  • Please list your current liabilities?

  • Please list the lender, balance and monthly payment.
  • Please list the lender, balance and monthly payment.
  • Please list the lender, balance, monthly payment
  • Please list the company, balance and credit limit.

Authorised and regulated by the Financial Conduct Authority. FCA registration number 629977.
Registered in England and Wales Company no. 05749664
Registered office: 4 Old Park Lane, Mayfair, London W1K 1QW.

This website and its content is copyright of Fortuna Financial Planning.
© Fortuna Finance 2005.

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