genistar Forms

Forms

FORMS

These forms can be used to help you organise and take control of your finances. They are free to download and use.

30-Day Expense Tracker

Record everything you spend for 30 days in order to learn about your spending habits.

Fat Finder Budgeting Tool
Fat Finder Budgeting Tool

This form is designed to help you find the ‘fat’ in your spending so you can cut it out.

Time Management Worksheet
Time Management Worksheet

Organise and prioritise your tasks in order to get more done.

For more information, please contact your Genistar representative or enquire here.

For more information, please contact your Genistar representative or enquire here.

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Genistar Ltd is authorised and regulated by the Financial Conduct Authority (472050)


VAT No. 326779856


Genistar Limited is incorporated in England and Wales, with registered

number 6315485. Its registered office is at Victoria House,
Harestone Valley Road, Caterham CR3 6HY.


Financial Services Compensation Scheme Protection

The FSCS is the UK’s compensation fund of last resort for customers of authorised Financial Services firms. With the standard Financial Services Compensation Scheme (FSCS) you are covered under the General Insurance Arranging claim category whereby the cover is 90% of the claim with no upper limits if we cannot meet our obligations.


Further information about compensation scheme arrangements is available from the FSCS.

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