WT Legacy Fact Find
WT Legacy seeks to help practically shape the finances of members. Through a structured course offering, events and networks we seek to encourage financial prudence and wealth creation with a purpose.

Please fill this form in as we seek to tailor our service to your needs. Please note we observe all GDPR guidelines and this can all be supplied upon request. HOWEVER, IF YOU DO NOT WISH TO DISCLOSE SOME INFORMATION YOU MAY SELECT THE RELEVANT OPTION.

If you are filling this form in with a partner please ensure all amounts are joint amounts i.e. income / debt.
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Name: *
Age Range
What would you say is your understanding / confidence managing your personal finances? *
Required
What is your current total income?
What % of your income are you able to save every month? *
Required
How much 'bad' debt ( e.g. long term credit cards, unsecured loans, overdrafts etc) do you have? DO NOT INCLUDE 1) CAR LOANS 2) BUSINESS DEBTS OR 3) BALANCES THAT YOU CLEAR MONTHLY *
Required
What are your monthly payments towards 'bad' (credit cards, unsecured loans, overdrafts etc) debts? *This does not include business debt *
Required
How long do you realistically feel it will take to pay off your debts? *
Required
Please choose the three most important services on the following list *
Required
Do you own any of the assets in the list below? *
Required
What are your 3 core financial goals over the next decade? *
Email Address *
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