Annual review Name First Last Email Have any of your needs and objectives changed since our last meeting? If so, how have they changed?Please list any changes to your personal or financial circumstances. Are there likely to be any changes in the next year or so?Have there been any changes to your income or employment since our last meeting?Have your living expenses changed?Have you acquired, or reduced any assets or liabilities? Please provide updated balances of any bank accounts, loan balances (incl. current interest rates).Are there any topics, issues or concerns you would like to discuss with us during your review meeting?