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ABOUT US
MORTGAGES
Buying a Property
Remortgaging
Buy to Let Mortgages
Agreement in Principle
Other Mortgages & Services
INSURANCES
Life Cover
Critical Illness Cover
Income Protection
Accident & Unemployment
Buildings & Contents
Landlord Insurance
KEY MAN / BUSINESS INSURANCE
FINANCIAL PLANNING
Pensions
Investments
Retirement Planning
Annuities & Drawdown
Estate Planning
Inheritance Tax
Trusts
CONTACT US
USEFUL LINKS
Weblinks
Downloads
Leave feedback
BLOG
Forms
Mortgage Pre-Application Contact Details
Mortgage Pre-Application
Document Upload
Document Upload
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Documents to UPLOAD
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Last 3 Months Payslips
Copy of Passport
Driving Licence
Last 3 Months Bank Statements
Proof of Address ie. Utility Bill, Council Tax
Proof of Deposit ie. Bank Statement Savings
AST – Tenancy Agreement – if required.
Credit Report(s)
Our Data Protection Privacy Notice - signed
Our Buy to Let Declaration – signed
SA302 Tax Calculation – last 3 years
Online Tax Self-Assessment Calculations – last 3
Online Tax Self-Assessment Calculations – last 2
Online Tax Self-Assessment Calculations – latest
Tax Overviews – last 3 years
Last 3 Years Accounts
Last 2 Years Accounts
Latest accounts
Last Mortgage Statement – if applicable
P60
Buy to Let Portfolio Spreadsheet
Business Bank Accounts last 3 months – if applicable
Other Documents
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