Friendly Clear Financial Advice

Do NOT email any documents unless encrypted. I will send you an encrypted email upon request which you can use to send items to me.

• Identification – passport or driving licence (as long as the address is current). 

• Proof of address – Latest paper bank statement or paper utility bill (These must be dated within the last 3 months) or original driving licence. 

• Your latest 3 months bank statements for all personal current accounts. These will need to show your household bills and your incomes. If you download these from your bank, they MUST be in a pdf format that looks like a regular bank statement i.e. it must show your name, sort code and account number and preferably your address.

• Your latest mortgage annual statement's.

• Proof of your deposit if you are planning to purchase a property e.g. 3 months bank statements for the account which hold your deposit. If you are simply using the equity within your home, you can ignore this requirement.

• Please obtain your credit report from either Experian.co.uk or Equifax.co.uk. They will allow you to download a report.

Do NOT email any documents unless encrypted. I can send you an encrypted email which you can use to send items to me.

• Latest 3 years accounts if available.

• 3 years Tax calculations from your self-assessment system. 

• Latest 3 years Tax Year Overviews. 

These can be obtained from your accountant or downloaded from the HMRC Self-Assessment site.

• Your latest three pay slips. I will either need to see the latest original paper copies. If you receive these on line, Pdf copies are acceptable.

• Latest original P60.

• A copy of your employment contract.

• Copies of the tenancy agreements for all of your rental properties. 

• 3 years Tax calculations from your self-assessment system. 

• Latest 3 years Tax Year Overviews. 

These can be obtained from your accountant or downloaded from the HMRC Self-Assessment site. 

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