Stirling House - Independent Financial Advisers

Fields marked with * are required

• First Name *  
• Second Name *  
• Email *  
• Date of Birth January February March April May June July August September October November December 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 1900 1901 1902 1903 1904 1905 1906 1907 1908 1909 1910 1911 1912 1913 1914 1915 1916 1917 1918 1919 1920 1921 1922 1923 1924 1925 1926 1927 1928 1929 1930 1931 1932 1933 1934 1935 1936 1937 1938 1939 1940 1941 1942 1943 1944 1945 1946 1947 1948 1949 1950 1951 1952 1953 1954 1955 1956 1957 1958 1959 1960 1961 1962 1963 1964 1965 1966 1967 1968 1969 1970 1971 1972 1973 1974 1975 1976 1977 1978 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008
• Phone Number *  
• Please confirm that you are employed (PAYE) Yes No
• Please can you confirm your yearly earnings (e.g. on which you are taxed as per your P60) * £ 
• Your National Insurance number *  
• Are you married/civil partnership? Yes No
• (If yes to above) Spouse/ Civil Partner Date Of Birth January February March April May June July August September October November December 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 1900 1901 1902 1903 1904 1905 1906 1907 1908 1909 1910 1911 1912 1913 1914 1915 1916 1917 1918 1919 1920 1921 1922 1923 1924 1925 1926 1927 1928 1929 1930 1931 1932 1933 1934 1935 1936 1937 1938 1939 1940 1941 1942 1943 1944 1945 1946 1947 1948 1949 1950 1951 1952 1953 1954 1955 1956 1957 1958 1959 1960 1961 1962 1963 1964 1965 1966 1967 1968 1969 1970 1971 1972 1973 1974 1975 1976 1977 1978 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008
• Are you on the voters role? Yes No Not sure

  This information may be used to verifiy your identity, if you are not on the voters' role; we will require further verification. We will contact you to discuss.

• House Name/Number *  
• Address Line 1 *  
• Address Line 2 (Optional)
• Postcode *  
• How long have you been at this address? years and months

If you have been at your current address for less than two years please enter your previous address.

• House Name/Number
• Address Line 1
• Address Line 2 (Optional)
• Postcode
• How long were you at this address? years and months

• Your employer
• Address Line 1
• Address Line 2
• Postcode
• Does your employer offer a pension scheme? Yes No
• Are you a member? Yes No
• Are you eligible to join? Yes No Not sure
• Is this pension final salary or Defined benefit? Yes No Not sure

• To helps us to select the most appropriate pension for you, please answer the following questions about your requirements. Tick all that apply

  • A wide range of investment options
  • Online servicing
  • Established Business
  • I can contribute more in the future if I wish
  • I can transfer other pensions in to the scheme if I wish
  • The pension can be looked after by my Stirling House IFA

• Tick the statement which is most suited to yourself

  We will help you decide on an appropriate investment fund, this information will help us with our initial research.

  • I am looking for a low risk investment fund, I understand that the returns may be consistent although potentially lower than if I were to take a higher investment risk
  • I am looking for a medium risk investment fund, I understand that the returns may be greater than a lower risk fund, however I also understand that the fund may be exposed to stock-market performance.
  • I am happy to take a higher risk with my pension fund and understand that there is an increased volatility and risk, however the greatest potential for reward

• Stirling House IFAs are expert Financial advisers for all of your needs please let us know if you wish for us to assist you with your requirements in other areas.

  • Life cover
  • Critical Illness
  • Income Protection
  • Mortgage
  • Existing Pensions elsewhere
  • Contributing to your pension
  • Savings
  • Investments
  • Insurance
  • Wills
• Or please only provide me with advice on my S2P benefits ONLY, I understand that I may have other requirements that have not been adressed.

• How did you hear about us? Search Engine Friend/Relative Magazine Television Yellow Pages Newspaper Radio Email
• If you have any friends, family or colleagues that you think would be interested in S2P advice, please add their email.  

• Stirling House Independent Financial Advisers will review your situation and will contact you to discuss your requirements. If appropriate you may be recommended to contract out of S2P. The £25.00 fee covers the initial work required.

  We are also required to verify your identity to meet our regulatory requirements. We do this electronically although we do require some information from yourself to do this.

  • Payment is only required if you'd like to proceed further than the quote stage. We will produce your illustration free of charge.
  • Tick this box only if you'd like to proceed with a no-obligation review.
• • Please confirm that you have downloaded and read the Initial Disclosure Pack