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Help us to help you!

Please take 60 seconds to provide us with some extra information to help us help you!

This quick form will help us understand what’s important to you right now and what your goals are for the future – so we can give you the best possible service. It’ll also help you solidify your vision as you start your journey towards a better life.

1Area of Financial Planning

2Important to You

3Financial Goals

4Personal Details

Company

This field is for validation purposes and should be left unchanged.

What Are You Looking For?

Property & Protection

Life events including Births/Marriages/Deaths

Savings & Investment Planning

Financial Review, Tax & Charges

Retirement

Inter-generational planning & LTC

I am a business owner

These are the things that are important to me today

You said this was important to you

I am looking to buy a property

I am looking at life insurance to protect my family

We are downsizing our home

You said this was important to you

I am soon getting, or have recently got, married

We are celebrating the arrival of a new-born

I am soon getting, or have recently got, divorced

I am getting re-married

A parent or elderly relative may pass away soon, or has recently passed away

An adult child is getting married

We are celebrating the arrival of a grandchild

You said this was important to you

I am concerned that the charges on my current investments/pension are high

No-one is giving me any advice!

I have an adviser, but I would like to review the advice I’ve received

I have an adviser and am concerned that their charges are high

I have fallen out with my adviser

Do I pay too much tax?

You said this was important to you

We are thinking about intergenerational planning

We are thinking about Inheritance tax planning

We want to gift to growing grandchildren

We are thinking about long term care and care home fees

Our wills need reviewing

We are thinking about lasting powers of attorney

You said this was important to you

I want to save for my retirement

I have multiple pension pots which probably require consolidation

I want to review my retirement savings

I am approaching retirement, or have recently retired

You said this was important to you

I want to save for my kids’ education

I want to save some excess disposable income

My cash is earning very low interest and I want a better return

I have multiple investments which probably require consolidation

I want to review my investments

I have paper share certificates which need sorting out

I will soon receive, or have already received, an inheritance

You said this was important to you

What problems occur if I, or my business partner, dies?

What problems occur if a key person in the business dies?

My employees need a workplace pension by law

I would also like a company pension, but a bit more fancy

I am starting to think about a business exit in a few years

I am about to sell, or have recently sold, my business

This is what I want to achieve

The best mortgage for me

Save for a deposit

My spouse/partner/family to live in our home with no mortgage in the event of my death

My spouse/partner/family to continue to receive my income in the event of my death

A will that does what I want

To pay for our kids’ education with no stress

Help with sorting out my financial affairs after divorce

Help with a pension sharing order

Clarity around financial affairs after re-marriage

A comfortable income when I retire

I work hard for my money; I want my money to work hard for me

Peace of mind that my savings & investments are being well looked after

Peace of mind that my pension savings are being well looked after

Hassle-free simplicity with my savings & investments

Hassle-free simplicity with my pension savings

Remove the burden of admin with paper share certificates

Pay less to the tax man!

Help with probate or managing a deceased’s estate

Advice on what to do with a windfall

A tax efficient way to pass assets down to generations below me

Put some money aside to help our young grandchildren

A safe place to invest my cash

Advice on the best pension income to take for me

Advice on taking tax free cash from my pension

Reassurance that any potential long term care fees are fully covered

Reassurance that someone trusted can look after my financial and health affairs if I cannot

Reassurance that my family is properly compensated in the event of my death

Reassurance that I can buy out the company shares from by business partner’s spouse

A continuing income in the event of a key person’s death

My regulatory requirements are met

The best possible valuation for my business at sale

I worked hard to create a valuable business; I want the sale proceeds to work hard for me

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Additional Notes

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Thank you for explaining what’s important to you, and what your financial goals are. We now know: where you are today, and where you want to be in the future. The next step is to create a strategy, or plan, to help you get there. My role, as a financial planner, is to help you navigate your life journey, and the regulatory and tax landscape, to help you achieve your financial goals. All conversations are with no obligation, and no personal information is shared with anyone.

How would you like to proceed?

Please contact me

I'd like to contact you

Name

Your Name

First Last

Phone

Phone Number

E-mail Address

    Tilikum Wealth contact details:

    Call us on: 07739 698469

    Email: info@tilikumwealth.com

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As a Partner Practice of St. James’s Place, we have access to a wealth of articles, information and updates from experts across the business. Visit here to read the latest.

tilikum wealth management Ltd

London and the South East

Get in touch with us

07739 698469
tom.low@sjpp.co.uk

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Tilikum Wealth Management Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and “Partner Practice” are marketing terms used to describe St. James’s Place representatives.

Tilikum Wealth Management Ltd is a company registered England and Wales (Company No. 10946839) Flat 5 Garden House, 3 Meyrick Road, Bournemouth BH1 3EB

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SJP approved as at 14/05/2026

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