Fact find questionnaire So that we can find the right type of loan for you please answer the following questions. Where there is more than one applicant please complete the answers together. Willows Finance Fact FInd Number of applicants One Two Post Code Please confirm your full name (Applicant 1) Please confirm your full name (Applicant 2) Loan Purpose Debt Consolidation Home Improvements Debt Consolidation & Home Improvements Car / Vehicle Purchase Holiday Wedding Other Does the potential of interest rates changing concern you? Yes No Do you want your monthly outgoings to be fixed? Yes No Is speed of funding important to you? Yes No If speeding of funding is important please explain why. If speeding of funding is important please explain why. If speeding of funding is important please explain why. If speed of funding is important please explain why. If speeding of funding is important please explain why. Is it currently more important to minimise your monthly outgoings or to repay the debts in the shortest time possible (for example to have the longest term possible or an interest only option)? If you are considering interest only, how would you repay the final balance at the end of the term? Is it important for you to have an option to repay the balance early? Yes No If you are planning to settle the loan early, do you have plans already in place and if so what are they? Is it important for you to be able to make over payments? Yes No Is there a particular reason you wish to make over payments? Are you planning on moving in the next 5 years? Yes No What plans do you have to move in the next 5 years? Are you expecting your income to significantly change now or in the future? Yes No How are you expecting your income to change? Are you expecting your outgoings to change now or in the future? Yes No How are you expecting your outgoings to change? What age do you plan to retire? Retirement age of Applicant 1 Retirement age of Applicant 2 Please confirm time in your current job (Years + Months) Time in job of Applicant 1 Time in job of Applicant 2 Do you have any children under the age of 18? Yes No Please confirm how many children you have and their ages Child's Age 0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 Add child Remove Please give us an indication of your current outgoings. Where this is a joint application the figures should reflect both your outgoings Mortgage payment Council tax Utilities Food, drink and groceries Grocery shopping, toiletries, medicines, alcohol Clothing, footwear and personal effects Personal effects are items like hairdressing, cosmetics, contact lenses Furnishings, household equipment and maintenance E.g. Plates, glasses, appliances, tools for house / garden Travel and transport E.g. Fuel, car tax, maintenance, parking, regular public transport costs Communication E.g. Internet, phone, mobile phone, TV license, subscription services Recreation, restaurants and hotels E.g. Eating / drinking away from home, gym fees, holidays, hobbies, pets Insurances Home, car, life, medical, other policies Childcare cost and school fees (If applicable) Adult care costs Cost for caring for any adults dependant on you (if applicable) Maintenance & CSA costs (If applicable) Ground rent and service charge (If applicable) Mortgage endowment or other mortgage repayment vehicle (If applicable) Cigarettes / tobacco (If applicable) Other (If applicable) What is your ideal monthly budget for this loan? What is the reason for the above figure? How would you like to pay any fees? Added to the loan Paid up front Please confirm the name of your mortgage company. (If you have a mortgage) Are you consolidating any debt? Yes No If Yes above - where you are consolidating it helps if we know what debts are to be included. We have given you the option to list these below. Type -- Please select -- Credit card Store card Unsecured loan HP Secured loan Pay day loan CCJ Other Remaining Balance Monthly Payment Rate (% if known) Add item of credit Remove If there is any additional information you think would it would be useful for us to know please detail that below? Get my loan options » If you are human, leave this field blank.