There are a number of important documents that you will need to download ahead of your appointment. Please click on each document to download.
Our customer charter sets out our promise to you and key information about our fees and charges.
If you can fill this out before we talk, it will speed things along.
Help us identify you and your income
Whether you are a new or existing customer we need to confirm your identity and address. We also need to see proof of all your income sources to confirm the mortgage is affordable.
Obtaining you bank statement online
A guide of how to obtain your bank statement from your online banking account, and save it as a PDF so that you can email to us.
For self-employed customers this document should be completed by your accountant where requested by your adviser.
If you’re considering taking out a will, Which? Wills provide affordable options with prices starting from £57.
Which? Life Insurance
It’s important we make sure you have been put in an educated position with regards to protecting yourself and your property. Which? Financial Services offer a free, independent and impartial protection advice service. We are also able to discuss Building & Contents Insurance, Landlord Insurance, as well as personal protection for your life and income in the event of injury, illness or death.
Your dedicated mortgage coordinator will discuss this further with you once you receive your mortgage offer.
Read the Which? Life Insurance customer charter here.
Read the Which? General Insurance customer charter here.
Can’t make your appointment?
If for any reason you need to reschedule your appointment, please contact your Mortgage Adviser on their direct number to rearrange this at a time convenient to you.