Fact Find Form

Fact Find Form
Thank you for taking the time to complete your Fact Find form.

Since you’ve already shared a lot of key information with us over the phone, this form should only take a few minutes to complete. You can fill it in on your phone or computer, whichever is easiest for you.

No need to stress over the details - if you're unsure of exact dates or budget figures, just enter your best estimate rather than spending time looking them up.

Joint Applicants

If more than one person is applying for this mortgage, each applicant will receive their own copy of the form along with a unique reference number to complete their details.

We understand that for couples, certain sections - such as budget or address history - may be the same. To make things easier, we’ve included a check box that allows you to skip a question and request that we use the response from the other applicant instead.

If you have any questions while filling out the form, don’t hesitate to give us a call at 0117 403 9430—we’re happy to help!
Instructions
Your Reference*
To get started please enter your unique reference provided via email
Today

YearMonthDay
Date
Hour MinutesAM/PM Option

Name (as it appears on your passport)*

TitleForename(s)Last Name
National Insurance Number*
Length of Residency in the UK*
Since birth or number of years
Nationality*
Dual Nationality*
Dependents*
Please advise how many dependents you have. A dependent is someone who relies on you as their main source of income – such as children or elderly relatives who live with you.
Dependents: Date of Birth*
Additional Adult Occupiers*
Will there be any adult occupiers who are not on the mortgage?
Adult Occupiers: Name(s)*

Employment Details
We need your employment history for the past three years. Simply enter your employment data and start date, and if necessary, you'll be prompted to add previous employers until the full three-year period is complete.
Primary Employment*

Employed - permanentContractor (including Employed - Fixed Term)Sole TraderLimited Company DirectorAgency WorkerZero Hours ContractOther
Job Title / Job Description*
Employer Name*
If you are a Sole Trader then enter your own name
Employer Address
If Google’s address search doesn’t find the address, please enter it manually here:
Start Date in Current Organisation*

DayMonthYear
Start date in current org (hidden)

YearMonthDay
Date
Start Date in Current Role*

DayMonthYear
Start date in Current role hidden

YearMonthDay
Date
Employment Length Calculation

Employment History
Previous Role 1: Job Title*
Previous Role 1: Employer Name*
Previous Role 1: Final Salary*
Start Date in Previous Role 1*

DayMonthYear
Date
Start date in previous role 1 (hidden)

YearMonthDay
Date
Employment Length Calculation (1)

Current Address Information
We need your address history for the past three years. Simply enter your current address and move-in date, and you'll be prompted to add previous addresses until the full three-year period is complete.
This is a joint application and my address history for the past three years has been provided on the other applicant's submission.*
Current Address*
If Google’s address search doesn’t find the address, please enter it manually here:
Date Moved In*

DayMonthYear
Date
Date moved in (hidden)

YearMonthDay
Date
Residential Status (address 1)*

Owner (with mortgage)Owner (mortgage free)Tenant (private)Tenant (LA / Social housing)Living with relativesLiving with friends
Housing Date Calculation

Address - 2
Address 2*
If Google’s address search doesn’t find the address, please enter it manually here:
Date Moved In (address 2)*

DayMonthYear
Date
Date moved in address 2 (hidden)

YearMonthDay
Date
Residential Status (address 2)*

Owner (with mortgage)Owner (mortgage free)Tenant (private)Tenant (LA / Social housing)Living with relativesLiving with friends
Housing Date Calculation - 2

Address - 3
Address 3*
If Google’s address search doesn’t find the address, please enter it manually here:
Date Moved In (address 3)*

DayMonthYear
Date
Date moved in address 3 (hidden)

YearMonthDay
Date
Residential Status (address 3)*

Owner (with mortgage)Owner (mortgage free)Tenant (private)Tenant (LA / Social housing)Living with relativesLiving with friends
Housing Date Calculation 3

Address - 4
Address 4*
If Google’s address search doesn’t find the address, please enter it manually here:
Date Moved In (address 4)*

DayMonthYear
Date
Date moved in address 4 (hidden)

YearMonthDay
Date
Residential Status (address 4)*

Owner (with mortgage)Owner (mortgage free)Tenant (private)Tenant (LA / Social housing)Living with relativesLiving with friends
Housing Date Calculation 4

Address - 5
Address 5*
If Google’s address search doesn’t find the address, please enter it manually here:
Date Moved In (address 5)*

DayMonthYear
Date
Date moved in address 5 (hidden)

YearMonthDay
Date
Residential Status (address 5)*

Owner (with mortgage)Owner (mortgage free)Tenant (private)Tenant (LA / Social housing)Living with relativesLiving with friends
Housing Date Calculation 5

Finances
Do you have an existing residential mortgage?*
Which provider is your current mortgage with?*
Select "Other" if your provider is not listed.
Existing Mortgage Account Number*
Which Bank or Building Society is your main Current Account with?*
Select "Other" if your provider is not listed.
Budget Estimates

Please estimate your current monthly expenditure
This is a joint application and the household budget has been entered on the other applicant’s form*
Household - food, drink & toiletries*
Personal Items - clothing, healthcare etc*
Communications - phone, tv, internet *
Utilities - electric, gas, water etc*
Council Tax*
Regular Travel & Transport (excluding finance cost of vehicles)*
Hobbies & Going Out*
Childcare - including nursery & school fees*
Child Maintenance*
Pensions*
Student Loans*
Insurance Policies *
Savings*
Total Budget (non editable)
Any other large & regular costs not included above?*
None

Additional Personal Information
Are you a smoker?*

NoYesVapeUsed to be
Credit Report
Have you emailed us a copy of your credit report?*
We require you to send us a copy of your credit report - you can use the file upload below to do so.

If you do not have a recent credit report, then you can get one from our partner CheckMyFile - you will see everything there is to see with Equifax, Experian and TransUnion.

Clicking on the link will take you to their site – once there, make sure you are happy with their offering, before going ahead (we will receive a small referral fee if you do sign up) -

Check My File
Credit File Upload

Cancelof

Final Questions
It is important to have sufficient protection (insurance) in place to make sure you (and your family) can keep your home if the worst were to happen.

In fact it is so important that our regulator (the FCA) mandate that we talk to you about the cover you have and document your answer…

As part of this application, we can help you to review your life insurance and other protection options. Additionally we are able to introduce you to other trusted services you will need throughout the home buying journey.
Would you like our help to source trusted and reliable:*

Insurance / Protection AdvisorsProperty SurveyorsSolicitors / ConveyancersWill WritersFinancial PlannersNo - I have sufficient insurance and am covered for the other services
We send a short newsletter each quarter with tips, insights, and updates to help you stay ahead with mortgages and insurance. Would you like to receive a copy?

Our Privacy Policy and Client Agreement
Below you will find links to a couple of important documents which you must read in order to make sure you are happy with the way we use your data, and the scope and cost of our services.

We need to formally record the consent in writing of everyone who will be on the application. Once we’ve got your consent, we can pass your details on to lenders and apply for a mortgage and/or insurance for you.

1. Our Privacy Notice describes how we use your data, including the special category data (which will cover information about your health).

2. Our Client Agreement gives an overview of who we are, what we can help you with and the cost of our services.
Privacy Policy (v2)*
Client Agreement (v3)*
Important Text
In order to submit the form, please copy and paste the following text into the empty box below. Please ensure you overtype with your name and today's date:

I WRITE YOUR NAME on WRITE TODAY'S DATE have received and read the Customer Privacy Notice (v2) and Client Agreement (v3), and I consent to my personal data being collected and used in the manner described, for the purposes of providing personalised financial advice.

I am also aware of the costs of the services and that these are to be paid directly to WR Ethical Limited. I agree to the amount and timing of these.
Paste here:*
Should be Empty:

Fact Find Form

Instructions

Employment Details

Employment History

Current Address Information

Address - 2

Address - 3

Address - 4

Address - 5

Finances

Budget Estimates

Additional Personal Information

Credit Report

Final Questions

Our Privacy Policy and Client Agreement

Important Text