Meet the Debt Adviser

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.

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.

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.