Fact Find

New Client Fact Find

Number of Clients*
Areas of Advice
- Pensions
- Investments
- Protection
- Mortgage
- Equity Release
- Funeral Care Planning
- Will
- POA
- Long Term Care Planning
Name
Title First Last
Gender
Date Of Birth
Marital Status
Name - Client 2
Title First Last
Gender - Client 2
Date Of Birth - Client 2
Marital Status - Client 2
Address
Street Address Address Line 2 City County / State / Region ZIP / Postal Code Country
Phone Numbers
Home Mobile
Phone Numbers - Client 2
Home Mobile
Email
Email - Client 2
Children & Other Dependants
Name Gender DOB Relationship
Are any of the above financially dependant, if so up to what age?
Tax & Residence
NI Number Nationality Are you resident in the UK for tax purposes
Tax & Residence - Client 2
NI Number Nationality Are you resident in the UK for tax purposes
Employment
Employment Status (e.g. employed/ self-employed) Occupation Employer
Employment - Client 2
Employment Status (e.g. employed/ self-employed) Occupation Employer
Income
Annual Income (before tax) Monthly Income (after tax)
Income - Client 2
Annual Income (before tax) Monthly Income (after tax)
Existing Liabilities
Type (loan/ mortgage etc) Provider Amount outstanding (£) Time left until the debt paid off? Interest rate (%) Client 1, 2 or Joint
Existing Protection
Type (life/ critical illness etc) Provider Sum assured/ Monthly benefit Monthly Cost (£) Client 1, 2 or Joint
Pensions
Provider/ Company Type (Personal/ Final Salary Scheme) Policy Number Value (£) Monthly Contributions (£) Client 1 or 2
Existing Assets & Investments Value (£)
Property Cash Pension Investment Client 1, 2 or Joint
Additional Notes

NI Number	Nationality	Are you resident in the UK for tax purposes

Employment Status (e.g. employed/ self-employed)	Occupation	Employer

Type (loan/ mortgage etc)	Provider	Amount outstanding (£)	Time left until the debt paid off?	Interest rate (%)	Client 1, 2 or Joint

Type (life/ critical illness etc)	Provider	Sum assured/ Monthly benefit	Monthly Cost (£)	Client 1, 2 or Joint

Provider/ Company	Type (Personal/ Final Salary Scheme)	Policy Number	Value (£)	Monthly Contributions (£)	Client 1 or 2

Home	Mobile

Home	Mobile

Name	Gender	DOB	Relationship

Annual Income (before tax)	Monthly Income (after tax)

Fact Find

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