Financial Standing

Please complete the table below for Income, Expenditure, Assets and Liabilities for yourself, your spouse/ partner if applicable and you both jointly.
Asset Held Solely Held Partner Held Jointly Total
House 0 0 450,000 450,000
Car 0 0 3,500 3,500
Savings (e.g. bank a/c, building society) 15,000 0 0 15,000
Investments (e.g. ISA/unit trust/shares etc) 5,000 0 0 5,000
Other Assets 0 0 0 0
Investment Property 350,000 0 0 350,000
Total Assets 370,000 0 453,500 823,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 161,696 161,696
Mortgage - Investment Property 111,087 0 0 111,087
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 258,913 0 291,804 550,717
Total Liabilities 111,087 0 161,696 272,783
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,000 0 0 2,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 1,450 0 0 1,450
Total Income 3,450 0 0 3,450
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 189 0 911 1,100
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 0 0 0 0
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 145 145
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 900 900
Total Monthly Income less Expenditure 3,261 0 -1,956 1,305
Total Expenditure 189 0 1,956 2,145
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