AI Financial Advisers — Kellie, Your Financial Guide

Personal Details

Let's start with the basics

Mandatory fields are marked *

Title

Gender *

Forename *

Surname *

Date of Birth *

Marital Status

Home Address

Mobile *

Email Address *

National Insurance NumberOptional — helps with pension and tax planning accuracy

Employment & Income

Your earnings picture

Helps us assess pension contributions, ISA suitability and tax planning opportunities.

Job Title

Employer

Gross Annual Salary *Before tax and deductions

Net Monthly Take-Home PayAfter tax and NI

Any other income? (e.g. rental, dividends, freelance)

Planned Retirement Age

Do you have a Will? *

Yes No In progress

Savings & Expenditure

Your financial foundations

Helps identify planning opportunities and gaps in your financial position.

Monthly Essential ExpenditureRent/mortgage, food, bills, transport

Monthly Discretionary ExpenditureLeisure, subscriptions, dining out

Approximate value of cash savings & investments *

Emergency fund — what do you currently have?

What would be your ideal emergency fund?

Property & Mortgages

Property & mortgages

Add each property or mortgage. Click "Add another" if you have more than one.

Property / Mortgage #1

Property Address

Current Property Value

Mortgage Balance

Monthly Payment

APR %

Term (years remaining)

Type

Property Type

Provider

Year Purchased

Pensions

Your pension arrangements

Include all pensions — workplace, personal, old employer pensions. Add as many as you have.

Pension #1

Pension Type

Provider

Current Value

Monthly Contribution

Employer also contributes?

Yes No Not sure

Protection & Insurance

Your existing cover

Tell us about any existing life, health or income protection policies.

Policy #1

Policy Type

Provider

Cover Amount (£)

Monthly Premium (£)

Term / End Date

Monthly Benefit (if applicable)

Policy in Trust?

Goals & Preferences

What matters most to you

This helps us match you with the right adviser and prioritise what we focus on.

Have you used a financial adviser before? *

Yes No — first time Yes, not recently

How confident do you feel managing your own finances? *

Not at all confidentModerately confidentVery confident

Anything else you'd like us to know?

Life Plan

Your dreams & aspirations

This is the fun part — no right or wrong answers. Think big. What does a brilliant future look like for you?

"The purpose of money is to support the life you want to live. The clearer your vision, the more powerful your plan."

Which of these resonate with your life goals? (select all that apply)

🏡

Dream home

Owning the home you really want — or upgrading where you live

🌅

Early retirement

Stopping work earlier than expected with financial freedom

✈️

Travel & experiences

Bucket-list trips, annual holidays, exploring the world

👨‍👩‍👧‍👦

Family security

Protecting and providing for the people you love most

🎓

Children's futures

School fees, university, first home deposit for your children

🚀

Start a business

Becoming your own boss or launching something you're passionate about

🌳

Leave a legacy

Passing wealth to children, grandchildren or a cause you care about

🕊️

Financial freedom

Never having to worry about money — complete peace of mind

Describe your ideal life in 5–10 years

Is there a specific amount of money that would represent "making it" for you?

What is the single biggest financial worry keeping you up at night?

If you could change one thing about your finances right now, what would it be?

Attitude to Risk

Your investment mindset

There are no right answers — this simply helps us understand how you feel about investment risk and what level of volatility you're comfortable with.

1. Which statement best describes your investment experience?

I have little or no experience of investing I have some experience — cash savings, maybe a workplace pension I have moderate experience — I've invested in ISAs or funds before I have significant experience — I actively manage investments or a portfolio

2. If your investment fell by 20% in a year, what would you do?

Sell immediately — I can't afford to lose this money Worry a lot, but probably hold and wait for recovery Stay calm — I understand markets go up and down See it as an opportunity to invest more at lower prices

3. What is your primary investment objective?

Preserve my capital — protecting what I have is most important Steady, modest growth with limited risk Balanced growth — I accept some ups and downs for better long-term returns Maximum growth — I'm comfortable with significant volatility for higher potential returns

4. How long do you plan to keep this money invested?

Less than 3 years — I may need it soon 3–5 years 5–10 years 10+ years — this is long-term money

5. If you lost 10% of your investment tomorrow, how would you honestly feel?

Very distressed — I would deeply regret investing Uncomfortable, but I'd manage Mildly concerned — but I know it's part of investing Unconcerned — short-term drops don't worry me

Answer the questions above to see your risk profile

Decision for Action

Ready to take the next step?

Based on everything you've shared, here's where you can commit to action. Select what you'd like to proceed with — your adviser will confirm the details and handle everything from here.

You're not locked in to anything here. This simply tells us what you're interested in so we can prepare everything for your call or follow-up.

New Stocks & Shares ISA

Tax-efficient investing — up to £20,000 per tax year, all growth and income sheltered from tax

How much would you like to invest initially?

Would you also like to set up a regular monthly contribution?

Select your preferred risk level *

1 Cautious

2 Balanced

3 Growth

4 Adventurous

Select a risk level above to see what it means for your investment approach.

New Private Pension

Build your retirement pot with tax relief from HMRC — contributions boosted by up to 40%

How much would you like to contribute monthly?

Would you also like to make a lump sum contribution?

Select your preferred risk level *

1 Cautious

2 Balanced

3 Growth

4 Adventurous

Select a risk level above to see what it means for your pension investment approach.

Speak to an adviser first

I'd like to discuss my options before committing — please arrange a call or meeting with a qualified adviser

Any notes for your adviser? (optional)

Your AI financial guide

How it works

Your Confidential Financial Review

Let's start with the basics

Your earnings picture

Your financial foundations

Property & mortgages

Your pension arrangements

Your existing cover

What matters most to you

Your dreams & aspirations

Your investment mindset

Ready to take the next step?

Review received — thank you