Financial Planning Meeting

Financial planning will help you make the most of your income throughout your life and ensure you are protected from the unexpected.

Your checklist

The more information you can bring to your meeting, the more useful your personalised financial plan will be to you. The following is a list of information that will help make the most of your meeting (it is recommended that you bring as much as you can but don’t worry if it’s not to hand):

  • Your last month’s bank statement
  • Your most recent P60 / payslip or accounts (if self employed)
  • Details of any existing life assurance policies/pensions
  • Statement of any savings and investments
  • Details of any existing borrowings

Ways we can help