Preparing for Your Appointment

Going to see a solicitor for the first time can be daunting, but don’t worry; we’ll do our best to make you feel at ease. There are some documents we’ll need to see before we can start acting on your behalf. Gathering these in advance will mean we can make the most of your initial appointment.

Proof of identity

We will need to verify your identity before we can start working together. Please provide us with either:

  • One item from List A and one item from List B
  • OR two items from List B

If you don’t have access to these items, let us know and we’ll do our best to find a solution. You will be asked to upload scanned copies of your ID documents when you complete our new client intake form online. 

In some cases we will also need to see your ID in person. If you’re unable to visit face-to-face, you may need to provide copies of your ID that have been certified by us – or another solicitor – as a true copy of the original. We’ll let you know whether this will apply to you.

List A

  • Passport.
  • EU Member State identification card.
  • UK photo card driving licence.
  • H.M. Forces identity card.

List B

  • UK driving licence.
  • Bank account or credit card statement (less than three months’ old).
  • Firearm and shotgun certificate.
  • Utility bill (less than three months’ old – but not a mobile phone bill).
  • Council Tax bill (from the current year).
  • Mortgage statement (for the mortgage accounting year just ended).

Any of the above items in List B must show your current address. If you need any further information please get in touch.

If you are a business

If you’re instructing us to act on behalf of your company, partnership or other business structure, we will need to see proof of identity for the director(s), partner(s) or other person(s) with authority to instruct us in your matter.

Where there is more than one such person involved in the company, we will require identification from at least two people. In many cases we will need to see ID for everyone involved.

If your company is registered we will also need your company number in order to carry out a Companies House check.

Additional information & documents

In order to get started on your matter we will need some additional information and documents from you. What you will need to prepare depends on the type of work you are meeting with us about.

Please see the guidance below for what we’ll need from you for many of the services we offer. The more of this information you’re able to provide at the start, the smoother the process is likely to be.

If your meeting with us is by videocall, please make sure you have the required information and documents with you during the appointment. We may also need you send us some documents beforehand and so please check this.

Not sure what to bring?

If in doubt, please bring any and all documents you think might be relevant. We can go through them together to find what we need.

We’re always on hand to answer any questions you may have about this. Please don’t hesitate to get in touch before your appointment if you need to.

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