Name: Bright Advice
Address: Yew Tree House, Church Street, Saint Neots, Cambridgeshire, PE19 2BL, UK
Telephone: 01480 22 22 80

Bright Advice - Enquiry Request

Step 1 of 7

14%

This form collects personal data, please confirm you are happy to proceed(Required)

Yes, I am happy to proceed.

A Little Bit About You...

Full Name (as stated on passport)

Mother's Maiden Name

Date of Birth

Day

Month

Year

Nationality

Visa

Yes

Address History Status

First Time Buyer

Yes

Email Address

Phone Number

Marital Status

Single

Married

Divorced

Widowed

Smoker?

Yes

Vape?

Yes

Children?

Yes

Names & Age of Children

Name

Date of Birth (dd/mm/yyyy)

Monthly Childcare Costs

(e.g nursery/after-school care/clothing etc)

Number of Applicants

Full Name of Second Applicant (as stated on passport)

Date of Birth

Day

Month

Year

Nationality

Visa

Yes

Email Address

Phone Number

Marital Status

Single

Married

Divorced

Widowed

Smoker?

Yes

Vape?

Yes

Children?

Yes

Same child information as Applicant One?

Yes

Names & Age of Children

Name

Date of Birth (dd/mm/yyyy)

Monthly Childcare Costs

(e.g nursery/after-school care/clothing etc)

Past & Present Addresses

Current Address

Street Address Address Line 2 County Post Code

Time at Current Address

Years

Months

Previous Address History

Complete a three-year address history, including moving in/out dates. If time at your current address surpasses three years, you can ignore this section. To add another address, simply click the plus icon on the right.

Full Address

Move In Date (Month & Year)

Move Out Date (Month & Year)

Applicant Two - Same current address info as Applicant One?

Yes

Current Address of Applicant Two

Street Address Address Line 2 County Post Code

Time at Current Address

Years

Months

Same previous address info as Applicant One?

Yes

Previous Address History

Full Address

Move In Date (Month & Year)

Move Out Date (Month & Year)

Your Financial Dreams & Aspirations

What would you like to achieve from this enquiry and beyond?

What are your current and future financial goals/dreams/aspirations?

What progress have you already made and how?

How can we help get you there?

Living Circumstances

What are your current living circumstances?

Homeowner

Renter

Living with parents

Other

Current Lender

Monthly Payment

Balance

Value of Property

Current mortgage details

Including any early repayment charges

Mortgage account number

Any other mortgages?

Yes

Information on other mortgages

What are your monthly rent costs?

Please explain your current living circumstances

Applicant Two - What are your current living circumstances?

Same As Applicant One

Homeowner

Renter

Living with parents

Other

Current Lender

Monthly Payment

Balance

Value of Property

Current mortgage details

Including any early repayment charges

Any other mortgages?

Yes

Information on other mortgages

What are you monthly rent costs?

Please explain your current living circumstances

Income & Employment

What is your occupation?

Date Started

Day

Month

Year

Basic Salary

Overtime

Commission

Bonus

Other

Net Take Home Pay

Are you a Sole Trader or Ltd Company Director?

Yes

Sole Trader

Please provide the relevant information for the last three years. To input another year's data, please click the plus icon.

Trading Year End

Profit After Tax

Salary

LTD Co-Director

Please provide the relevant information for the last three years. To input another year's data, please click the plus icon.

Trading Year End

Salary

Dividends

And (if known)

Please provide the company profits after tax for the last three years.

Trading Year End

Company Profit After Tax

Any other information

(employment benefits, other income, child benefit, pension income etc)

Credit Cards, Loans, HP, Student Loan, Motor Finance - What are your total outstanding and monthly payments?

Have you mentioned all payments?

What savings & investments do you have?

Do you own any other properties?

Yes

If yes, please detail...

Applicant Two

What is the occupation of Applicant Two?

Date Started

Day

Month

Year

Basic Salary

Overtime

Commission

Bonus

Other

Net Take Home Pay

Are you a Sole Trader or Ltd Company Director?

Yes

Sole Trader

Please provide the relevant information for the last three years. To input another year's data, please click the plus icon.

Trading Year End

Profit After Tax

Salary

LTD Co-Director

Please provide the relevant information for the last three years. To input another year's data, please click the plus icon.

Trading Year End

Salary

Dividends

And (if known)

Please provide the company profits after tax for the last three years.

Trading Year End

Company Profit After Tax

Any other information

(employment benefits, other income, child benefit, pension income etc)

Credit Cards, Loans, HP, Student Loan, Motor Finance - What are the total outstanding and monthly payments ?

Have you mentioned all payments?

What savings & investments do you have?

Do you own any other properties?

Yes

If yes, please detail...

Personal & Family Protection, Wills & Trusts

Do you have a will?

Yes

When was your will last reviewed?

Day

Month

Year

What personal &/or family protection policies do you have in place?

Will your employer pay you in the event of accident/illness/death?

Yes

If yes, please provide details...

At what age would you like to retire?

What existing pensions or investments do you have towards your retirement plans?

Applicant Two

Do you have a will?

Yes

When was your will last reviewed?

Day

Month

Year

What personal &/or family protection policies do you have in place?

Will your employer pay you in the event of accident/illness/death

Yes

If yes, please provide details...

At what age would you like to retire?

What existing pensions or investments do you have towards your retirement plans?

Your Bright Adviser

Your Advisers Name (if known)

Date of Enquiry

Day

Month

Year

How did you hear about us?

Trustpilot

Bright Advice
Chester House
63 Cambridge Street
Godmanchester
PE29 2AY

01480 22 22 80
info@brightadvice.co.uk

Complaints Procedure

Bright Advice is a trading style of Lifetime Wealth Management Limited, which is an appointed representative of Quilter Financial Services & Quilter Wealth Limited, which are authorised and regulated by the Financial Conduct Authority and registered as 440703 and 217742 respectively.

Lifetime Wealth Management Limited is registered in England and Wales, Company number 04631136. Registered Address: 12-14 Upper Marlborough Road, St. Albans, Hertfordshire, AL1 3UR.

The guidance and information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Approver Quilter Wealth Limited & Quilter Financial Services Limited 03/09/2024.