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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    Adviser will respond

  • Introduction

  • What is your name and date of birth?

  • Date Format: 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

  • Date Format: DD slash MM slash YYYY

  • Landlord Details

  • Date Format: MM slash DD slash YYYY
  • Date Format: MM slash DD slash YYYY

  • Health

  • Family & Dependants

  • Credit Profile

  • Investment Application

  • Income & Employment

  • Employment details

  • Date Format: MM slash DD slash YYYY

  • Employed income

  • Employment details

  • Date Format: MM slash DD slash YYYY

  • Self Employed income

  • Accountant details

  • Contractor details

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

  • Retirement details

  • Date Format: MM slash DD slash YYYY
  • Date Format: 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.
All rights reserved.

Fortuna Financial Planning

4 Old Park Lane
+44 (0)1992 503 410
contact@fortunafinance.co.uk

London Office
4 Old Park Lane
Mayfair
London, W1K 1QW

Hertford Office
114-116 Fore Street
Hertford
Hertfordshire, SG14 1AJ