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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


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


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


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


  • Total Monthly Outgoings


  • Life Insurance
  • Endowment & Savings
  • Health & Medical


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

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