Cookies on Margot

We use cookies and similar technologies for the things below. You can accept all, reject everything except what's essential, or pick what you're OK with.

Preferences
Remembers things like your last workspace and how you had a list sorted. Improves the experience but the site works without.
Improvement
Anonymous usage measurement so we can fix bugs and prioritise work.
Marketing
Lets us measure whether ads we run send people who actually use the site. We don't share personal data with advertisers.

Read our cookies policy and the privacy policy. California residents: Do Not Sell or Share My Personal Information.

Loading…

Skip to content
Margot
Book a free review Sign in
Book a free review

← Blog and news

An example post. This is a real post on a demo site, opened from the example above, so you can see what one looks like on its own page. The words are the demo firm's, not ours.

Five things to have ready before your first appointment

30 July 2026

Photo ID, three months of payslips, three months of bank statements, details of any existing borrowing, and a rough idea of your monthly outgoings.

That is genuinely the lot for a first conversation. We will tell you if anything else is needed once we know what you are trying to do.