Mortgage & Protection Fact Find (Brand-Free, Fillable PDF for UK Brokers)

This is a brand-free, fillable PDF Mortgage & Protection Fact Find designed for UK mortgage and protection advisers who want a professional client intake without building their own from scratch.

It’s built for real-world advisory workflows and covers the full advice journey, including:

• Adviser & initial contact details
• Client personal details
• Health & lifestyle
• Employment & income
• Expenditure
• Assets & liabilities
• Existing protection
• Protection needs & objectives
• Mortgage requirements
• Vulnerability & special considerations
• Declarations & adviser notes

What you get

Brand-free, fillable PDF

Clean, professional layout

Suitable for mortgage and protection advice

Ready to use with clients

Important

This is a template only. Please have it approved by your compliance function or network before using with clients.

Licensed for use by one firm only. Redistribution is not permitted.

Optional branding service

If you’d like this branded with your firm’s logo and details, I can do this for you on request with turnaround in 48hours.