Please fill out the fact-find sheet below

Full Name

Email *

Best Phone Number To Contact *

Address

Street Address

City

State

Country

Postal Code

Previous Training (If Applicable)

What are your biggest challenges currently?

Who are the members of your power team?

Type (Broker, Accountant, Solicitor, Builder etc) Start filling out here ---->
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Other Power Team Members (letting agents, Sourcing Agents, Surveyors, Estate Agents, Councils etc)

Household Income

Monthly Salary #1
Monthly Salary #2
Income from Pensions/Investment
Other Income
Total Monthly Income

Financial Freedom Number (enter figures monthly)

Mortgage/Rent
Car Payments
Fuel, tax, servicing
Insurance
Nursery Fees
Council Tax
Food
Shopping
Entertainment
Loan Payments
Credit Card Payments
Broadband
Water
Gas & Electric
Telephone
Other
Total Monthly Expenses (add up the above)

Current Net Worth

Cash In Bank

Credit Cards

Credit Card Limit #1
Credit Card Limit #2
Credit Card Limit #3
Credit Card Limit #4
Credit Card Limit #5

Experian Credit Score (https://www.experian.co.uk/consumer/experian-credit-score.html)

Any Adverse Credit - If yes please add details below

Angel Finance Table

Investor Amount #1
Investor Amount #2
Investor Amount #3
Investor Amount #4
Investor Amount #5

GOALS

Your 5-year vision - Describe your lifestyle aspirations to achieve within 5 years (you can attach your own document below)

5 Year Vision (Documents if applicable)

Immediate Goals over the next 6-12 Months & what is a focus for now

STRATEGY

Executive summary of your current property or business strategy

Select your main strategy (Strategies)

Please insert the top 3 areas you are interested in, or have researched and why?

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How many times have you visited your target location in the last 3 months?

Number of viewings / offers outstanding

Number of deals completed & please describe them below

If none, please tell us what you're finding that's stopping you from making progress

Disclaimer

General Notice

The content, discussions, presentations, materials, and examples provided by Debbie Does Property, Vigeo Property Hub Ltd, and any of our associated trainers, coaches, or companies are strictly for educational and informational purposes only. Nothing shared, written, or spoken by us should be interpreted as financial advice, legal advice, tax advice, or professional guidance specific to your circumstances.

No Advice or Duty of Care

We do not act as your financial adviser, mortgage broker, solicitor, accountant, or surveyor. No fiduciary or advisory duty is created by your attendance at any workshop, webinar, one-to-one session, or through any of our materials. You must obtain in

Accuracy & Reliance

All figures, examples, valuations, yields, rents, and forecasts are illustrative only and based on assumptions that may not reflect actual results. Property values, rental levels, finance rates, and market conditions can rise or fall without notice. You should not rely solely on our materials or commentary when making investment or business decisions.

Site Visits, Inspections & Warranties

We do not carry out building surveys, test equipment, or verify planning or legal title. We give no warranty as to the condition of any property, its structure, services, appliances, or compliance with regulation. Descriptions and photographs are for guidance only and must not be treated as statements of fact.

Liability Limitation

To the fullest extent permitted by law, we (including our officers, employees, and associates) accept no responsibility or liability for any direct, indirect, or consequential loss, damage, or costs that may arise from reliance upon or use of any information, opinion, or material provided by us, whether orally or in writing.

Education-Only Statement

Our programmes and materials are intended to develop your understanding of property and business concepts. Implementation is entirely your responsibility. Success in property or business depends on your own due diligence, skill, financial position, and the wider market environment. Past performance is not indicative of future results.