📋 Personal Update
⚠️ Your Worries & Concerns
📅 Plans for the Future
🏥 Health
💰 Assets
💳 Liabilities
💵 Income
📊 Regular Expenditure
📈 Income Vs Expenditure
🏗️ Capital Expenditure
🧾 Tax
🏰 Inheritance Tax & Estate Planning
📜 Wills & Lasting Powers of Attorney
📈 Pensions & Investments
📊 Investment Performance
📉 Investment Strategy
⚖️ Risk Tolerance
📋 Your Financial Plan
🛡️ Financial Protection
🚨 Client Vulnerability
