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Your Appointment

 

Tell us about your plans and dreams and we’ll work withchrysalis you to try and turn them into reality

 

What to bring with you

We have created this checklist to give you an idea of what information we will need to help you with your financial planning, and by supplying us with this information at our first meeting, we can start working on your case quickly.

  • List of goals for the financial planning exercise
  • List of specific questions that you want answered

ID/Residence

Proof of name – Current Passport or Drivers Licence

Proof of address – Utility Bill/Bank Statement – dated within the last 2 months showing name and current address

Possible Documentation Requirements:

  • Current Will and Trust documents
  • Buildings and Contents – policy and schedule
  • Life & Critical Illness – policy and schedule
  • Pension policy information
  • Investment information

Information required for Mortgages:

If Employed

Latest 3 months payslips

Latest P60

Latest 3 months bank statements showing salary being credited. Statements must include the bank’s name together with the applicant’s account number and name.

 If Self-Employed

3 years company accounts/self assessment tax returns

3 years HMRC SA302’s with Corresponding tax year overviews – these can be obtained from HMRC, they can be used as proof of earnings and tax paid

If you receive a PAYE salary from your own company then we would require 3 months payslips and latest P60 as well as above

Latest 3 months bank statements. Statements must include the bank’s name together with the applicant’s account number and name.

Additional Documentation

For purchases if not using equity from existing property we will need evidence of deposit funds

Latest Annual Mortgage Statements

For Court Ordered Maintenance payments – a copy of the court order

For Child/Working Tax Credits/Child benefit – Annual letters from HMRC confirming your payments for the following year and corresponding bank statements for the past 3 months showing the payments received

Latest Credit Report

Please sign and return the IDD explaining our costs and services we provide along with the data protection statement attached

 

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