Downloadable Documents

Initial Documents

Standard Terms of Business/Client Agreement
This document tells you the basic details of Downing Financial Management Ltd and sets out our general terms to conduct business with clients. This is signed by both the client and adviser.

Getting to know our clients' circumstances

Letter of Authority (Word Doc 20 kb) >>
We need each client to sign one of these so that we can write to their existing providers for information about their plans e.g. if you have a pension we can ask your provider where it is invested, if it is performing well, your projected retirement benefits etc.

Initial Financial Questionnaire (Word Doc 407 kb) >>
Don't panic! This is a comprehensive document which we can fill in with you, please feel free to print off and begin to fill in with basic details as it saves a lot of time at initial meetings if some of it is already completed.

Budget Planner (Excel) >>

For an informal chat about your requirements please call 01223 846726 or email info@downingfinancial.co.uk