DOWNLOADS

Fact Find

A "Fact Find" will be used at most meetings with your Independent Financial Advisor. This document is used to gather information on new clients and help us to monitor changes with existing clients. When answering questions it is important to be as open and honest as possible for your independent financial advisor to look at your situation and circumstances and then offer you the best advice and recommendations possible.

All information is strictly confidential. If the enclosed Fact Find giving your personal information is completed, the content given is totally confidential and we would suggest this be sent back to us via post rather than email, as we cannot be held responsible when documents such as this are sent by email. You voluntarily choose to provide your personal details via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used to provide you with details or services in writing or by telephone. Email submissions are not secure and for this reason, Hather Financial Services Ltd cannot guarantee the security of the email or its contents, or that it remains virus free once sent.

Reasons to consult an Independent Financial Adviser

The following articles have been made by marketing-hub.co.uk and give a brief insight into some of the positives gained by consulting an Independent Financial Advisor. Just click on the relevant document image to read the PDF file.