Template:UK Fact Finder List

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Fact Finders

Choose the Fact Finder that's appropriate for the service level you are providing to your client.

Fact Finders

Investment Management – Use this version of the Fact Finder when you are planning on doing a Investment Management plan like for example the Investment Policay Statement.

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Life Planning– User this version of the Fact Finder when you are doing a full Life Financial Plan like for example the Personal Financial Strategy.

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Retirement Goal Calculator– User this version of the Fact Finder when you are planning on using the Retirement Goal Calculator. It allows you to collect just the necessary information needed to do this goal based single need analysis.

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Education Goal Calculator– User this version of the Fact Finder when you are planning on using the Education Goal Calculator. It allows you to collect just the necessary information needed to do this goal based single need analysis.

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Finametrica

FinaMetrica Risk Profile

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