Why should I have a Fact Find for my Personal Lease with P+B?

Published 6 September 2021
in Advice
Why should I have a Fact Find for my Personal Lease with P+B?

The Pike + Bambridge Fact Find. The key to the Pike + Bambridge journey. It differentiates us from the rest of the car industry. So, what is it? How can it benefit you and why it isn’t it just an overstated phone call. 

The Fact Find is key to making sure you save time, save money, and reduce the chance of hassle you may experience acquiring your new vehicle and the ongoing “lease”.

What is the P+B Fact Find?

Similar to a Financial Advisor in many respects, the Fact Find is an opportunity for your Personal Account Manager to gather information about you and your needs. This will include some hard facts such as the car you have now and what you did before, but also soft facts including your aims and objectives, what is going on in your life, and what you do and don’t like.

A Pike + Bambridge Personal Leasing Fact Find lasts in the region of 20-30 minutes and can be on video call, phone call or physical meeting.

Why do I need to do it?

The pricing behind a new car is complex and can carry a huge amount of risk. From Manufacturer discounts, dealership discounts, finance support, maintained or non-maintained contracts, business or personal funding (the list goes on).

Therefore, we ensure that our Account Managers go through 250 hours of training in their area of expertise before they speak with clients, and we then monitor on-going weekly training in this area, so they truly are an expert.

The Fact Find ensures that you are able to use this knowledge to its full, by letting us understand you and your objectives so we can advise from there.

Can you just send me quotes and then we’ll chat?

We could, but to be honest it could end up being a waste of your time, and ours. As mentioned, there are so many variables involved and the element of risk means we want to make sure we get it right first time.

You’re in control of the objectives, but we can help ensure you get the quickest route there.

How much time will it take?

On average a Fact Find will take 20-30 minutes. However, some clients have a clearer idea of what they’re looking for so can be done quicker. However, we can take longer if you have more than one car to discuss or have a particular situation you need us to take more time on.

Is it on the phone, in person or video call?

It’s up to you. Whatever suits you best.

We tend to prefer a video call, just because it’s more personal and we can get a better feel for each other. However, if you have a long commute home from work, and it’s the only time you get peace, a phone call is just fine! All we ask is that you’re in an environment where you have time to chat in-depth so we can ensure we’re giving you the best advice possible.

Who needs to be on it?

This again is up to you. We have lots of couples where we will do a Fact Find with both partners. We normally suggest meeting anyone who has a stake in making the decision as it saves everyone time if we can all jump on a call together. We are now open to take calls until 8pm on Tuesdays and Thursdays, so we can accommodate you when the children are in bed, or once you’re home from the office and have time.