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