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What will I need?

Your first meeting is all about us getting a full understanding of your investment goals, financial needs and attitudes to risk.

And you’ll get an opportunity to find out about what we do in greater detail.

Most initial meetings take around 1 - 1 1/2 hours, but this depends on you.

It will be helpful to have the following available at your first meeting. (Don’t worry if you don’t have everything to hand.)

Details of your current financial assets / liabilities / expenditure

Bank account details
Confirmation of your address eg: a recent utility bill
 The First Meeting

Confirmation of your identification eg: driving licence, passport

Your National Insurance number

Most recent P60 or Tax Assessment
Any share certificates
Pension scheme details
Pension scheme statements

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Santander Portfolio Management UK Limited is a wholly owned subsidiary of Santander Asset Management UK Holdings Limited. Registered in England No.3839455 at: Abbey National House, 2 Triton Square, Regent 's  Place, London, NW1 3AN, United Kingdom. Telephone 0845 60 55 600 calls may be recorded or monitored. Authorised and regulated by the Financial Services Authority for the provision of investment management services.

Abbey National plc advises on mortgages, a limited range of life assurance, pension and collective investment scheme products and acts as an insurance intermediary for general insurance.