About us
Call us: +44 1632 960212

KYC & Product Sign Up – Income & Expenditure Disclosure

For many, discussing your personal finances is a a deeply personal and private matter.


However when applying for a mortgage, credit or for any pensions & insurance products, it is a necessary disclosure and one which will determine both the types of products that will be available as well as the level of funding that you can apply for.


Whilst a key consideration, your adviser will ask you to outline in detail both your income and outgoings, which will usually include a a back period of a number of years. Your IFA will be able to fully guide you through this process and all information disclosed will remain completely confidential.

Thanks for subscribing!
We’re happy you joined our subscription.
Chech your inbox for future updates.
An error has occured
Please, try again later or
contact us via live chat.