We are pleased to introduce our new Financial Passport, which has been designed to enable you to keep your essential financial information in one place. We took inspiration from the Age UK Lifebook in its design.
Recently, I encountered a situation where an unexpected death left loved ones without clear records of financial arrangements or final wishes. This challenging scenario forced them to navigate the complexities of settling someone’s affairs amidst profound grief. Their task would have been made immeasurably easier with the existence of a completed Financial Passport.
Amidst life's myriad details, keeping track can feel overwhelming. Your Financial Passport offers a solution, ensuring that everything you need is conveniently located when it matters most.
This passport allows you to centralise vital information in one accessible place—an investment your future self will undoubtedly appreciate. Whether retrieving details about a beloved pet or contacting an energy supplier, you will effortlessly locate the necessary information.
The benefits extend beyond personal convenience. Sharing details of your Financial Passport with trusted family and friends may significantly simplify their lives in the future. In the event that someone needs to manage affairs on your behalf, having all necessary information in one place will make a difficult task much less stressful.
Take a moment to complete your Financial Passport. Share it with someone you trust. Keep it secure and update it frequently. Experience the peace of mind that comes with knowing your financial details are well-organised and easily accessible when needed.
The following link will take you to the location of Financial Passport on our website, where you will find three possible versions for you to download and complete, depending on your preference:
https://www.clearwaterwealth.co.uk/useful-docs
It’s important when filling out your Passport not to include any sensitive information such as bank account numbers, PINs or key security information. You should make sure this information stays confidential and isn’t recorded where others could find it.
We will be quite happy to retain a copy of your Financial Passport if you would like us to do so. Once completed please feel free to upload it using our secure portal by following this link:
https://www.clearwaterwealth.co.uk/file-share
If you have any questions about Financial Passport, please do not hesitate to get in touch, we would welcome your feedback in any event.
With very best wishes,
Yours sincerely,
Graham Ponting CFP Chartered MCSI
Managing Partner
