Preparing for your Financial Planning Meeting

The more information you bring, the more valuable and personalised your financial plan will be. While it’s not essential to have everything, bringing these details will help us give you the best guidance.

• Your most recent bank statement: Gives a clear picture of your income and outgoings.
  • If you are a PTSB customer, you can view your eStatements by: Logging in to Open24 Online Banking or your PTSB App, and following this guide on how to read your eStatements online, or;
  • Check your postal statements.
• Your latest payslip or P60: Helps us understand your current earnings.
  • If you are self-employed, recent accounts are helpful.
• Details of any Life Insurance or protection policies: Ensures you have the right coverage.
• Statements of any savings or investments: So we can assess if they’re working for you.
• Details of any existing loans, mortgages, or borrowings: Helps us guide you on managing debt and planning ahead.

Don’t worry if you don’t have everything. Your Financial Advisor will still be able to guide you and create your personalised financial plan.