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 0 350,000 350,000
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 0 0 7,000 7,000
Investments (e.g. ISA/unit trust/shares etc) 3,000 5,000 0 8,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 3,000 5,000 357,000 365,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 155,000 155,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 870 0 870
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 8,280 0 8,280
Credit card balance 5,173 4,500 0 9,673
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -2,173 -8,650 202,000 191,177
Total Liabilities 5,173 13,650 155,000 173,823
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,700 2,845 0 4,545
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 1,700 2,845 0 4,545
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 624 624
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) 0 290 0 290
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 237 0 237
Credit card payments 200 200 0 400
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 220 220
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 1,000 1,000
Total Monthly Income less Expenditure 1,500 2,118 -1,844 1,774
Total Expenditure 200 727 1,844 2,771
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