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 0 500,000 500,000
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 0 0 21,888 21,888
Investments (e.g. ISA/unit trust/shares etc) 30,707 8,600 29,520 68,827
Other Assets 0 0 0 0
Investment Property 0 0 310,000 310,000
Total Assets 30,707 8,600 861,408 900,715
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 141,800 141,800
Mortgage - Investment Property 0 0 225,633 225,633
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 2,200 0 0 2,200
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 1,989 0 0 1,989
Credit card balance 5,909 0 0 5,909
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 20,609 8,600 493,975 523,184
Total Liabilities 10,098 0 367,433 377,531
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. 1,021 1,468 788 3,277
Total Income 3,021 1,468 788 5,277
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 186 186
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 351 351
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 100 0 0 100
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 341 0 0 341
Credit card payments 250 0 0 250
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 340 340
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 550 550
Total Monthly Income less Expenditure 2,330 1,468 -638 3,160
Total Expenditure 691 0 1,426 2,117
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