Things To Bring With You Checklist

This is not an exhaustive list and you may have other matters you wish to discuss or issues that are of concern to you at present, but an overall financial picture is always helpful.

ID Documents

  • Passport and Drivers licence
    Alternatively, if either of these are not available:
  • Bank Statement
  • Recent Utility Bill

Assets

  • Bank Statement / Building Society
  • Investments
  • ISAs
  • Shares, Unit Trusts, Bonds

Liabilities

  • Mortgage / Loans / Credit Cards
    Amount Owing / Repayment Details

Income

  • Details of Income
  • Investment Income
  • Pension Income
  • Rental Income

Expenditure

  • Total Monthly Outgoings

Policies

  • Life Insurance
  • Endowment & Savings
  • Health & Medical

Pensions

  • Annual Benefit Statement
  • Personal Pension Plans
  • Previous Employer Schemes