CONTACT FORM



Please use this form if you have not had a fact find in the last 12 months
Title   Home phone no.
Forename(s)   Mobile Phone
Surname   Email address
Address  

Date of birth

Place of birth
Postcode      
         
Sex



  Is there anyone who is dependant on you financially?

Marital status


Are you living with your partner?




 


If you have answered Yes to the above question, what is/are their relationship(s) to you?

child/children
spouse/partner
ex-partner
parent(s)
other


Please give us an initial estimate of your assets and liablilities in £000s
Employment status   Basic Salary £pa
Occupation   Estimated total taxable
income
N. Insurance No  
         
Asset value of Home   TESSAs PEPs & ISAs
Other property   Bank & b society acs
Shares   Other significant assets
Unit trusts   Mortgage
         
         
Please add your question or message here
         

This response form is still under development and is not yet in operation.
In the meantime, please phone 01759 030281 with any queries.

Thank you! We will be in touch shortly.

 

  
 

KEN ROOM ASSET MANAGEMENT LTD. REGENT HOUSE REGENT STREET POCKLINGTON YORK YO42 2QN
Phone : 01759 303281 ; Fax : 01759 307418 ; Email : enquiries@kroomam.co.uk
Ken Room Asset Management Ltd. is an Independent Financial Advisor authorised and regulated by The Financial Services Authority
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