APPOINTMENT ESSENTIALS

To ensure the advice our team are able to offer is accurate, please note it is VITAL that they have the correct relevant documents upon request to prevent any possible delays.

Here are a few we will need:-

  • Proof of ID (Passport, driving licence) in date
  • Proof of address (bank statement, utility bill, driving licence)
  • Proof of income Employed – 3 months payslips and latest P60
  • Proof of income Self Employed Last 2 years SA302 (self-assessment) + correlating Tax year overviews (2 years) NOTE these documents can be obtained through you accountant.
  • Bank/Savings statements (latest 3 months) showing income source + proof of deposit)
  • Mortgage statement to confirm your current mortgage status and balance (if applicable)
‘Your home may be repossessed if you do not keep up repayments on your mortgage’
BOOK YOUR APPOINTMENT

It may be a good idea to consider obtaining a copy of your recent credit report from the link below, using ‘Check My File’ to download a copy of your credit report as they provide information from various credit agencies which will ensure we have fully covered all areas lenders will check.

 

NOTE you can subscribe for FREE 30 day trial, however, PLEASE ENSURE YOU CANCEL YOUR SUBSCRIPTION WITHIN THE FIRST 30 DAYS TO AVOID BEING CHARGED ONGOINGS SUBSCRIPTION FEES with Check My File. 

 

Should anything not be clear, feel free to contact us.

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YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

Registered in England and Wales

Box Financial Services Limited is an appointed representative of PRIMIS Mortgage Network, a trading Name of Personal Touch Financial Services Ltd.  Personal Touch Financial Services Ltd is authorised and regulated by the Financial Conduct Authority.

The guidance contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

Registered office address – 209 Station Lane, Hornchurch, England, RM12 6LL.

Registration number – 13764877

Box Financial Services Limited charge a non-refundable mortgage arrangement fee of between £500 and 1% when an application is submitted to a mortgage lender for you. Your adviser will agree the arrangement fee with you before commencing any chargeable work. The actual amount payable will take account of your financial circumstances, the complexity of borrowing requirements and the amount of work required to fulfil your needs.