Bespoke Fact Find

The way we view fact finds is typically dominated by industry terminology, e.g. assets, liabilities. Internally, this is fine, but when it comes to asking the client to complete the fact find, I'd like the ability to bespoke the way it is presented to the client. This would mean NOT calling it a Fact Find and using friendlier terminology than assets/liabilities, e.g. what you own, debts you have. The more we can dumb down our language to terminology clients better understand, the better.