Gordon Brown Associates
 
Matter Reference
Case Manager

Improving our Service to you
Thank you for choosing Gordon Brown Associates.
 
To help us attend to your needs promptly and maintain contact, I should be greateful if you could complete this form. If you are unsure of any answer and/or a question does not apply then please write "don't know" or "not possible" as appropriate.
 
Please complete the following:
Post(Specify Address)  
   
Telephone (if so which number)  
Email (specify address)  
Sms/Text  
Please write a telephone number (including STD code) where you can be contacted:
a) Weekdays between 9.00am and 5.00pm Client1  Client2 
b) Weekends and after 5.00pm Client1  Client2 
c) Mobile Client1  Client2 
It would help me greatlyto know how you firstheard about our services.
Where relavent, Please tick the box(es) and give fulldetails becausewe would like tothank people who recommend us
We have acted for you before
 
A friend/relative/colleague recommended you
A bank/building society/estate agency/insurance agency/internet broker recommended you
   
   
I found you in yellow pages/Thomson Directories
 
A circular came through my door
 
I saw an advertisement in a newspaper
Via the internet/our website
 
Some other way (please state)  

Client1
Preferred title
First name
Surname
Address of correspondence
 
 
Post Code
Date of birth
Sex
Marital Status  
Self Employed  Yes    NO
NI Number
Have you made a will?  Yes    NO
Do we hold your original will?  Yes    NO
Do we hold any deeds for you?  Yes    NO
Have you obtained financial services advice from us in the past?  Yes    NO
Do you own a house?  Yes    NO
If no,are you a tenant?  Yes    NO
If no,are you a boarder/lodger/living with family?  Yes    NO
Are your assets on death likely to exceed $300,000?  Yes    NO
Do you have any children?  Yes    NO
If yes,Please give the full names and date of birth
 

Client2
Preferred title
First name
Surname
Address of correspondence
 
 
Post Code
Date of birth
Sex
Marital Status  
Self Employed Yes   NO
NI Number
Have you made a will? Yes   NO
Do we hold your original will? Yes   NO
Do we hold any deeds for you? Yes   NO
Have you obtained financial services advice from us in the past? Yes   NO
Do you own a house? Yes   NO
If no,are you a tenant? Yes   NO
If no,are you a boarder/lodger/living with family? Yes   NO
Are your assets on death likely to exceed $300,000? Yes   NO
Do you have any children? Yes   NO
If yes,Please give the full names and date of birth

Please complete all fields

 

Chester-le-Street
Mains House, 143 Front Street, Chester-le-Street, County Durham DH3 3AU
Tel: 0191 388 1778.Fax: 0191 389 1476. Click here for map


Property Shop: 53 Front Street, Chester-le-Street, County Durham DH3 3BH
Tel: 0191 388 1778. Fax 0191 389 5100. Click here for map

 

Houghton le Spring
1 Imperial Buildings, Broadway, Houghton le Spring, Co. Durham DH4 4DJ
Tel: 0191 584 5358. Fax 0191 584 9630 Click here for map

 

Low Fell
524 Durham Road, Low Fell, Gateshead, Tyne & Wear NE9 6HU
Tel: 0191 4874211 for Estate Agency or 0191 482 4277 for Legal. Click here for map

 

Newcastle upon Tyne
Churchill House, 12 Mosley Street, Newcastle upon Tyne NE1 1DE
Tel: 0191 230 8103. Fax 0191 230 8031. Click here for map

 

Stanley
75 Front Street, Stanley, Co. Durham DH9 0TB
Tel: 01207 233 433. Click here for map

 

Sunderland
36 West Sunniside, Sunderland, Tyne & Wear SR1 1BU
Tel: 0191 565 6056. Fax 0191 510 0348. Click here for map