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To make the most of your free consultation, it helps to have some basic information ready. This allows our advisers to give you accurate guidance straight away rather than following up later.

For mortgage consultations, useful documents include recent payslips (or accounts if self-employed), bank statements, details of any existing debts, and an idea of the property value or purchase price you are considering. If you have had credit issues, knowing the approximate dates and amounts helps us identify suitable lenders.

For protection insurance consultations, think about your current mortgage balance, household income, any existing life insurance or income protection through work, and your family circumstances. Understanding what you already have helps us identify gaps in your coverage.

Do not worry if you do not have everything prepared—our advisers will guide you through what is needed and can always follow up after the initial conversation. The consultation is designed to be helpful and informative, with no pressure to proceed.