A clients’ ‘fact find’ is often used only by the adviser and the client historically never sees it. However, we feel that as it holds all of the client's information such as, property & mortgage details, insurance details, all assets and liabilities and other potential aspects of interest for the client we always share and work with the whole document together with our client and so it forms part of our reporting service.

This document is made bespoke to each client taking in their personal circumstances but this gives some idea of the types of areas we take into consideration.

pdfAn_Example_Fact_Find.pdf


Our Independent Financial Advisers are always happy to meet at our clients' preferred location and time and to have detailed initial discussions with no obligation.

Please contact us by calling 0115 967 0888 or email us at This email address is being protected from spambots. You need JavaScript enabled to view it.