Financial Assessment Form Template UK

The Financial Assessment Form Template UK is offered in multiple formats, including PDF, Word, and Google Docs, featuring customizable and printable versions.

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Sample

Financial Assessment Form Template UK

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PDF – 1 PDF – 2

Financial Assessment Form Template UK

1. Client Information




2. Financial Overview

3. Income Information


4. Expense Information




5. Assets and Liabilities

6. Financial Goals

7. Declaration and Consent


PDF

WORD

Examples

Financial Assessment Form Template UK (1)
Client Information:
[Name of the Client]
[Client’s ID]
[Client’s Address]
[Client’s Phone]
[Client’s Email]
Financial Overview:
This section will include an overview of your current financial situation, detailing assets, liabilities, and net worth.
Assets:
1. Property Value: [Amount]
2. Bank Accounts: [Amount]
3. Investments: [Amount]
4. Other Assets: [Details and Amounts]
Liabilities:
1. Mortgage: [Amount]
2. Credit Cards: [Amount]
3. Personal Loans: [Amount]
4. Other Liabilities: [Details and Amounts]
Income Details:
1. Salary: [Amount]
2. Bonus/Commission: [Amount]
3. Rental Income: [Amount]
4. Other Income: [Details and Amounts]
Expenditure Overview:
1. Housing Costs: [Amount]
2. Utilities: [Amount]
3. Groceries: [Amount]
4. Other Expenses: [Details and Amounts]
Key Financial Goals:
Describe your short-term and long-term financial objectives such as saving for a home, retirement planning, or debt reduction.
Additional Notes:
[Any extra information or considerations that should be taken into account for financial evaluation.]
Signed in [City], [Date].
Sincerely,
[Signature of the Client]
[Name of the Client]
Financial Assessment Form Template UK (2)
Client Information:
[Name of the Client]
[Client’s ID]
[Client’s Address]
[Client’s Phone]
[Client’s Email]
Financial Snapshot:
An overall picture of your finances, including a list of major assets and liabilities.
Assets Breakdown:
1. Real Estate: [Description and Value]
2. Savings: [Amount]
3. Investments: [Details and Amounts]
4. Personal Property: [Details and Amounts]
Liabilities Analysis:
1. Total Debt: [Total Amount]
2. Types of Debt:
– Mortgage: [Amount]
– Car Loans: [Amount]
– Student Loans: [Amount]
– Other: [Details and Amounts]
Income Sources:
1. Primary Job: [Amount]
2. Secondary Income: [Amount]
3. Investments Income: [Amount]
4. Other Income: [Details and Amounts]
Expense Categories:
1. Essentials: [Details and Amounts]
2. Discretionary Spending: [Details and Amounts]
3. Savings Contributions: [Percentage or Amount]
Financial Aspirations:
Outline your goals—such as buying a home, saving for college, or retirement—and the timeline for achieving them.
Additional Comments:
[Any notes that may help in understanding your financial situation better.]
Signed in [City], [Date].
Sincerely,
[Signature of the Client]
[Name of the Client]

Printable

PDF – 1 PDF – 2

Financial Assessment Form Template UK