To make a good saving and investing plan, you need to take stock of where you stand financially. Assess your goals and what the future might hold, and consider your experience and attitudes. Then identify what money is available. A fact find is the process by which you gather that information so that you are ready to make your plan.
Completing a money fact find will give you a valuable snapshot of your money situation - as well as your future plans.
You have two options:
Answer the questions below to get a quick view of your current finances and future goals.
For a more detailed picture, please complete the full money fact find using the link below.
Download the fact find questionnaire then fill it in on screen or on paper.
If you take a completed fact find to a first visit to a financial adviser it can save time and money.
If you’re completing your fact find by hand, use the links below to help you as you go - you’ll find them included on the form at the appropriate places.
If you’re completing the form online you can link to them direct from within the form.
Finished the money fact find? You should have some clear goals to aim for and a timeline in your mind – which probably involves the words ‘the sooner the better’. Now it’s time to make your plan.
If your main concern is to save enough for retirement, see our guide to checking the progress of your pension planning so far.
Doing your fact find might have raised the question of whether you should use a financial adviser. Read our guide to help you decide.
This article is provided by the Money Advice Service.