Bank statements, credit card bills, loan information, and any investment accounts you currently have.
What do you want to achieve? Debt freedom? A house deposit? Retirement planning? Having clarity helps us tailor the session.
Write down anything you've been confused or worried about. No question is too basic or too complex.
"I walked in feeling overwhelmed and walked out with a clear plan. The relief was immediate."
— Marcus T., Birmingham"Finally, someone explained investing in a way that made sense. I started my ISA the next day."
— Rachel H., Leeds"They didn't judge my debt situation. Instead, they gave me a roadmap I could actually follow."
— Thomas W., Glasgow