Please bring the information selected below to your appointment to ensure you get the most out of it as possible
- One item confirming address (e.g. utility bill, bank statement, council tax bill)
- One item confirming identity (e.g. Passport, Driving Licence)
- National Insurance Number (can be found on P60, payslip, pension or DWP document)
- Existing car and home insurance policies
- Existing mortgage details (can be found on the most recent annual statement from your Mortgage Provider)
- Existing Life Assurance and Payment Protection Policies
- Details of savings and investments
- Proof of income and commitments (e.g. most recent bank statements, payslips)
- Proof of existing borrowing - loans, credit cards statements
- Proof of any Non-NatWest bank account details (most recent statements)
- Proof of latest Business bank statements audited accounts or tax assessments
- Existing Debit Card or Old Account Details
