It’s good to have a full picture of your current financial situation, including details of your income and outgoings as well as a credit report ready for your first appointment. This will help your money adviser understand and assess the options available to you more quickly. You can save time in gathering this information using our free online tool called an Affordability Passport.

This tool is provided by Experian and allows you to pull information from your bank statements and Experian credit file into one, easy to share PDF report. It takes less than ten minutes to complete and once setup, you’ll be able to share this report electronically with a money adviser.

You can use this tool if you have a UK current account that’s registered for digital banking, have been registered as living in the UK for the last three years, and are seeking money advice from a regulated advice provider.

Request an Affordability Passport

If you are unsure whether this tool is right for you or would like to find out about other ways of preparing for money advice appointments, please use our webchat service to speak to a friendly adviser. 

Any information you share is treaded in confidence. Information about how we use and store your data can be found in our Privacy Policy. Information on how Experian use your data can be found here.