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 280,000 0 0 280,000
Car 7,000 0 0 7,000
Savings (e.g. bank a/c, building society) 18,500 0 0 18,500
Investments (e.g. ISA/unit trust/shares etc) 9,000 0 0 9,000
Other Assets 0 0 0 0
Investment Property 260,000 0 0 260,000
Total Assets 574,500 0 0 574,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 127,000 0 0 127,000
Mortgage - Investment Property 114,000 0 0 114,000
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 15,323 0 0 15,323
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 8,700 0 0 8,700
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 309,477 0 0 309,477
Total Liabilities 265,023 0 0 265,023
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,100 0 0 2,100
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 1,025 0 0 1,025
Total Income 3,125 0 0 3,125
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 509 0 0 509
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 552 0 0 552
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 305 0 0 305
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 100 0 0 100
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 442 0 0 442
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 500 0 0 500
Total Monthly Income less Expenditure 717 0 0 717
Total Expenditure 2,408 0 0 2,408
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