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What to bring to your appointment

We understand that it can be difficult to discuss your finances with a stranger. Don’t worry! We have seen and heard it all, all we need is your honesty and openness to be able to help.  We can see you face to face in our office, or remotely. Just let us know what works best for you.  When we first meet you we will have a chat about your circumstances and get a good overview of what is happening.  It would help if you could bring the following to help this discussion:

  • Details of income (payslip or benefit breakdown)
  • Bank statement covering one full month
  • Details of rent/mortgage
  • Loan/hire purchase agreements
  • Letter of arrears owing/collection agencies
  • Details of credit card debt

If you are living with a partner and sharing income and/or costs, please provide details of your partners income.