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Your appointment confirmation

Thank you for booking an appointment with a Which? Mortgage Adviser

There are a number of important documents that you will need to download ahead of your appointment. Please click on each document to download the PDF.

Customer Charter sets out our promise to you and key information about our fees and charges.

Budget Planner – PDF version Budget Planner– Excel version
If you can fill this out before we talk, it will speed things along when we speak.

About LifeSearch
Our partnered Life Protection provider.

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 your 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.

Accountants Reference
For self-employed customers. To be completed by your accountant where requested by your adviser.

Conveyancing Guide
A comprehensive guide to the conveyancing process.

Which? Wills
If you’re considering taking out a will, Which? Wills provide affordable options with prices starting from £57.

Privacy policy explains how we use any personal information we collect about you.


Can’t make your appointment?

If for any reason you need to reschedule your appointment, please contact us to rearrange this at a time convenient to you.

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