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  • Call our team:
    +34 963 156 011

  • Covering all
    Spain and Portugal
    Covering all
    Spain & Portugal

  • Office hours:
    Mon - Sat: 9am - 6pm: 9am-6pm

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Private Wealth Assessment Howard

    Property Details

    Property details

    Please correct the errors highlighted below...
    YesNo - expect to within 3 monthsNo - expect to within 6 monthsNo - expect to within 6-12 months +
    Variable rateFixed rateInterest Only
    YesNo
    Please correct the errors highlighted above...

    Personal Details

    Personal Details

    Please correct the errors highlighted below...
    YesNo
    Please correct the errors highlighted above...

    Income Details

    Income Details

    Please correct the errors highlighted below...
    First Applicant
    Years
    Months
    Careful! Sometimes people get this figure wrong, and it's very important. We require your monthly figure after any deductions have been made.
    YesNo
    Please correct the errors highlighted above...

    Debts/ExpensesDebts and Expenses

    Debts and Expenses

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    First Applicant
    Monthly worldwide debt payments
    No debts
    Mortgages
    Personal loans
    Credit cards
    Car finance
    Other debt
    Any monthly payments for non-debt related expenses?
    Rental payments
    Maintenance (following a divorce)
    Private school fees
    Lombard loan
    Other payments

    Please correct the errors highlighted above...

    Assets/InvestmentsAssets and Investments

    Assets and Investments

    Please correct the errors highlighted below...
    First Applicant

    Financial assets breakdown

    Let's take a slighly more in-depth look at your financial assets, please tick any of these that apply, and we'll gather the currencies and values...

    Cash
    Share Portfolio
    Bonds
    Investment Funds
    Pensions
    Private Equity Investments
    Other

    Other assets breakdown

    Let's take a slighly more in-depth look at your other major assets, please tick any of these that apply, and we'll gather the currencies and values...

    Art
    Cars
    Boats
    Watches
    Jewellery
    Other
    Please correct the errors highlighted above...

    Additional Services

    Additional services

    Please correct the errors highlighted below...
    YesNo
    YesNo
    YesNo
    YesNo
    YesNo
    NoYes - InvestmentsYes - Tax planningYes - RetirementYes - Life/Medical insuranceYes - Car insuranceYes - Remortgage/Equity release (existing property)
    Yes

    Yes
    Yes
    Please correct the errors highlighted above...