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Client Fact Finder

Tell us a little about you.

A few essentials to get started. Once we’ve had a chat we’ll follow up with anything else we need.

How can we help?

A brief overview of what you’re looking for assistance with.

What are you looking to do? *
Is anyone applying with you? *
About you

Just the basics so we can get in touch.

Employment & income

Rough figures are fine at this stage. We’ll dig into the detail at our meeting.

Employment status *
£
Gross basic for now — we’ll cover bonuses, overtime & ITIS at our meeting.
We’ll request the last 3 years of accounts ahead of our meeting.
About your co-applicant

The same essentials, for the person applying with you.

Their employment & income

Rough figures are fine.

Employment status *
£
Major commitments

Approximate monthly figures — just a starting picture. Leave blank if none apply.

£
Personal loans, car finance, credit cards.
£
£
Include any debited from your salary.
£
Your deposit & existing mortgage

A high-level picture so we know where to start.

£
Include any gifted money. Rough is fine.
Do you have an existing mortgage? *
Full details (valuation, rate, term, monthly payment) can wait until we speak.
Anything else?

Optional — only if there’s something you’d like us to know up front.

We typically respond within one working day.