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Pensions

When do you want to retire and how much income will you need?

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Protection

How much cash would your family need to maintain their current lifestyle if you die prematurely?

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Investments

Are you making the best use of any spare capital or surplus income?

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Protection Enquiry Form

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Title

Forename(s)

Surname

Telephone

Mobile

Email Address

Best Time to Call

Your Address

House Name / No.

Street

Town

County

Postcode

Cover Required

Life Cover Product

Term of Cover (years)

Family Income Benefit

Renewable

Amount of Cover

Cover Basis

Premium Type

Premium Frequency

Lives Assured

Cover Type

1st Life Assured

Date of Birth (DD/MM/YYYY)

Sex

2nd Life Assured

Date of Birth (DD/MM/YYYY)

Sex

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Your Privacy

We take your privacy seriously. Personal data submitted to Oakfields Wealth Management with this form will be treated in accordance with the Data Protection Act 2018. By submitting this enquiry form you expressly consent to be contacted in relation to your enquiry, without prior notice or arrangement, using the contact details provided on the form.

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Oakfields Wealth Management is a trading name of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk) under reference 461598.

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

Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270

 

Please see our Best Execution Policy Here

Please see our Client Classification Here

Please see our Conflicts of Interest Policy Here

Please see our Privacy Notice Here

Please see your Guide to Making a Complaint Here

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