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UPLOAD YOUR DOCUMENTS

To proceed with your application we need some documents from you to prove your identity and income. We've put together a handy guide to the documents needed to help make your application to go as smoothly as possible.

It's important that your proof of identification is clear and easy to read.

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Please take a photo of your ID on a plain background, making sure that the information on the image is not obscured and that the photo and details are all clearly visible.​

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Upload Your Identification

Upload Your Proof of Income

Your proof of income will be needed if you're applying for a mortgage. Depending on whether you're employed or self-employed, the mortgage lender will require specific documents which your mortgage advisor will have discussed with you.

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If you're not sure what you need to provide please refer to the document checklist mentioned above or feel free to give us a call.

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© Copyright 2025 Castlegate Financial Services. All rights reserved. Terms/Privacy Policy

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Castlegate Financial Services Limited is authorised and regulated by the Financial Conduct Authority.
Our firm reference number is 621597. You can check this on the Financial Services Register by visiting the FCA’s website www.fca.org.uk/register

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If you have a complaint, please take a look at our Complaints Procedure here.

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Castlegate Financial Services is an Exclusive Associate of Vitality Life and Health and does not form part of the same group as Vitality Life and Health.


Registered in England & Wales No. 08908481. Registered address: 36 Ashby Road, Kegworth, Derbyshire, DE74 2DH

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