Consultation preparation

Upload your consultation details

This secure page is for sending the preparation details we requested for your consultation. Your documents are linked to your consultation ID, stored outside the public website and handled in line with G&G Worldwide's privacy and GDPR obligations.

Secure linkToken-protected access

Private uploadNot public-facing

Matched IDLinked to your consultation

Use the secure link from your email

This upload form needs the consultation ID from your follow-up email so we can match your documents to the right request.

What to send through

Use this guide as a plain-English checklist. Drafts are useful, and it is fine if some details are still incomplete.

How your documents are protected

The files you send here are stored securely and are not published, indexed or made publicly accessible.

Stored in a protected server area that is not public-facing.
Matched to your original consultation request using the same consultation ID.
Available only to authorised G&G team members who need them to prepare for your consultation.
Used only so we can prepare for your consultation and handle your information in line with our Privacy Policy and GDPR responsibilities.

Last year's financial accounts

Upload your most recent year-end accounts, profit and loss, balance sheet and any management accounts if available.

12 months of bank statements

Include statements for your main business account and any additional business accounts that give us useful context.

Existing or previous plans

A current plan, a previous version or an informal document is enough if it shows how you have been thinking about the business.

Known weaknesses or concerns

There are no wrong answers. Tell us about gaps, risks, processes that are not working, or anything that keeps you cautious.

Where you want the business to go

Share the ambition, even if it is rough. We use this to make sure the advice points in the right direction.

Upload your consultation details

Use the secure link from your email

Your details

Upload documents

Final questions