Resources
Ethical Screening Questionnaire
Introduction Investing ethically requires analysis of your social and environmental concerns as well as your financial needs. Each ethical fund has its own ethical investment criteria, so your financial advisers need to understand what issues are of concern to you in...
Mortgage and Protection Agreement
This document sets out the basis on which we will conduct Mortgage & Protection business with you on your behalf. It is an important document and we would ask you to read it carefully and if you are unsure of any of its terms please ask. This document has been...
Personal Client Agreement
This document sets out the basis on which we will conduct Investment, Pension and Protection business with you on your behalf. It is an important document and we would ask you to read it carefully and if you are unsure of any of its terms please ask. This document has...
Cash Flow Planning
Think of cash flow planning as a Sat Nav for your financial plans. It underpins most of the advice we provide and helps us map out the journey you wish to take. Just as you wouldn't set off to a new destination in your car without some form of navigation, we...
Completing the Risk Profile Questionnaire
At Wolds Financial Planning, we place a huge emphasis on the security of client data. We also strive to deliver the best on-going service that we can to our clients and through teaming up with 2Plan wealth management ltd, we have access to their client access...
Using the Client Access Portal
At Wolds Financial Planning, we place a huge emphasis on the security of client data. We also strive to deliver the best on-going service that we can to our clients and through teaming up with 2Plan wealth management ltd, we have access to their client access...