The fact find contains the following fields and sections and is broken down into the following.

Applicant Details, Income, Outgoings, Financial Overview, Credit History, Existing Properties, Savings
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In the Applicant Details section, you will find information about the client's personal details, address history, and dependants. This section provides a comprehensive overview of the client's background and living situation.

The Income section provides details about the client's current employment, employment history, other monthly income, and general employment information. It gives a clear picture of the client's financial stability and earning capacity.

The Outgoings section outlines the client's expenditure and credit commitments. This includes information about their monthly expenses and any outstanding debts or financial obligations.

The Financial Overview section provides an overview of the client's overall financial situation. It may include details about their assets, liabilities, and net worth. This section helps to assess the client's financial health and stability.

The Credit History section contains information about the client's past credit history. It includes details about any loans, credit cards, or other forms of credit that the client has had in the past. This section helps to evaluate the client's creditworthiness and repayment history.

The Existing Properties section provides information about any properties that the client currently owns. This includes details about the property's value, mortgage, and any other relevant information. This section helps to assess the client's existing assets and property portfolio.

The Savings section includes details about the client's savings and investments. It provides information about any savings accounts, investments, or other financial assets that the client has. This section helps to evaluate the client's ability to save and accumulate wealth.

Overall, the fact find is a comprehensive document that provides a detailed overview of your client's financial situation. It helps you understand their income, expenses, assets, liabilities, and credit history, allowing you to make informed decisions and provide appropriate financial advice.