We have our first meeting with a MA this coming week & want to be prepared enough.
Basically 2 things -
1) What to ask?
2) What to take with us?
I'll deal with #2 first:
The chap said we're both to bring 3 months payslips each & our P60s, a proof of address & a passport or driving licence.
Should we be taking anything else with us on the lines of forward thinking? An expenditure breakdown perhaps? A list of accounts & balances so he can see what we're working with? Is this not advised/not necessary? Anything else that may be useful? Or just leave it at the things he listed?
As for #1:
At some point in there i know we should discuss the cost of the advice.
They're listed as independent i know that much.
Anything that'd be handy to ask them?
Basically 2 things -
1) What to ask?
2) What to take with us?
I'll deal with #2 first:
The chap said we're both to bring 3 months payslips each & our P60s, a proof of address & a passport or driving licence.
Should we be taking anything else with us on the lines of forward thinking? An expenditure breakdown perhaps? A list of accounts & balances so he can see what we're working with? Is this not advised/not necessary? Anything else that may be useful? Or just leave it at the things he listed?
As for #1:
At some point in there i know we should discuss the cost of the advice.
They're listed as independent i know that much.
Anything that'd be handy to ask them?