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Step
1
of
4
25%
Fact Find
Personal details
First Name
*
Middle Name(s)
Surname
*
Maiden Name
Email
*
Date of birth
*
DD slash MM slash YYYY
NI Number
*
Mobile Number
*
Telephone Number
Residential Status
*
Homeowner
Renting
Living with family
Current address
*
Time at address
*
Choose Time
1 Year
2 Years
3 Years
4 Years
5 Years
6 Years
7 Years
8 Years
9 Years
10 Years
10+ Years
Previous Address
Time at previous address
Have you added 3 years address history?
*
Yes
Previous Address
*
Fact Find
Employment details
Expected Retirement Age
Employment status
Employed
Self-Employed
Name (Employer / Business)
Address (Employer / Business)
Contact number (Employer / Business)
Start Date (Employer / Business)
DD slash MM slash YYYY
Occupation
Position
Fact Find
Family and Dependants
Name, Relationship & Date of Birth for all
Do you receive child benefit payments? (If so, how much)
Do you make or receive any maintenance payments? (If so, how much)
Do you receive any tax credits or other income credits? (If so, how much)
Health Details
Do you smoke (If yes, how many)
Are you in good health
Do you have any hazardous hobbies
Wills & Estate Planning
Have you made a will (If yes, what are the provisions?)
Are you expecting any inheritances (If Yes, please give details):
Have you made any capital gifts in the last 7 years:
Are you making any regular gifts out of income:
Credit rating
Any credit issues
Yes
No
Please specify
Defaults
CCJ
Arrears
Credit Issue
Fact Find
Income - Employed
Basic salary (Net Profit for self employed)
Overtime
Commission
Monthly Expenses
Please provide an overview of your monthly expenses (example Mortgage/Rent, Travel/Vehicle, Utilities)
Total monthly expenses
Assets
Please provide an overview of your assets (example Main Residence, BTL property, Savings, Investment, Pension)
Total assets
Liabilities
Please provide an overview of your liabilities (example Mortgages, Credit Cards, Unsecured Loans)
Total liabilities