FACT FIND

Please note you MUST complete the entire Fact Find in one sitting (it will take about 15-20 minutes to complete), you cannot save information half way through completion. When you have completed the Fact Find and you press submit, your data will then be securely emailed to us, it is not stored online anywhere. This is for data protection reasons and for your protection. Please try and answer all questions, however if you cannot answer a few of them, then please leave blank and we will discuss with you at a later stage.

To help you in completing the Fact Find in full, we recommend that you have the following details/ documentation on hand:

List of items

  • Details of income from all sources and your PPS Number e.g. A recent payslip
  • Details of current pension arrangements or pensions from previous employments / self-employment (pension benefit statements).
  • Details of property assets and mortgage debt (mortgage statements).
  • Details of any personal loans or credit card debt.
  • Details of deposits, investments and shareholdings.
  • Details of life and income protection covers including details of any mortgage protection cover in place.
  • Details of gifts or inheritance you have received or made (in the context of inheritance tax).

It is our policy to protect our clients’ confidentiality and meet our statutory obligations under the General Data Protection Regulation (GDPR) and Data Protection Acts 1988 and 2018. We obtain personal information from you in order that our employees and support service providers can advise you on financial products, which we believe are best suited to your needs, and to comply with our legal obligations. We will not share these details with any third parties. You can have access to the data that we hold about you at any stage on request.

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