Your Fact Finding document

If you've lost your original Fact Finding document, you can print out a fresh copy here. This document is used at the very beginning of the Purposeful.Money process. It helps us to learn about your objectives, ethical considerations and a whole lot more. It's around eight pages long, and should take you around 30 minutes to complete.

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Your Risk Assessment Q+A

We'll change your investment strategy based on how adventurous you'd like to be. There are six risk categories ranging from Cautious to Adventurous; Cautious portfolios offer a greater degree of stability. Adventurous portfolios have the potential for greater returns. Our Risk Assessment Q+A will help us to figure out which one suits you best.

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Letter of Authority

We'll need your written permission to look into your investments and pensions. This is so your current provider(s) can grant us access to the right information.  We will assess the funds you are currently invested in, to determine whether they are appropriate for your ideal risk level and are in line with your ethical values and concerns. If you've misplaced your original Letter of Authority, you can get a new copy here.

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Fee Agreement

This is the document that explains how our fees work (it's pretty simple!). When you decide to use Purposeful.Money's services, you'll need to sign this just to confirm you understand how it all works.

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Key Facts

We're regulated by the FCA. They're an independent watchdog who help to make financial services do things better. This document outlines the way we do things and offers a general explanation of how our services work.

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Terms of Business

If you're interested to see how we conduct business at Purposeful.Money — including how we treat your money, how we handle your data, and more — please take a look at our Terms of Business. You can download a copy right here.

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