Meet the Debt Adviser
Meet the Debt Adviser
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Overview
Overview
The first step of making contact for free debt advice is a often a big one and can feel overwhelming. This guide helps you understand the role of the debt adviser and what to expect at your debt advice appointment.
1: Introductions
1: Introductions
Puts you at ease and experienced to help you.
Regulated by the Financial Conduct Authority.
Impartial and non-judgemental.
Understands the individual needs of people in debt.
2. Sharing Information
2. Sharing Information
We ask lots of questions to complete a full fact find.
Everything is confidential and personal data is secure.
Your sensitive information helps inform advice options.
Your budget and verification documents are requested.
3: Discuss Advice Options
3: Discuss Advice Options
Explain debt options and interventions.
Help you to contact your creditors.
Deal with emergencies and consider breathing space.
Discuss debt strategies and if a debt solution is needed.
4. Confirmation of Advice
4. Confirmation of Advice
Written confirmation of your advice action plan.
Breakdown of any application fees to be paid.
List of advice options and or recommendations.
Next steps, review date and future-proofing advice.
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