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 195,000 0 0 195,000
Car 13,500 0 0 13,500
Savings (e.g. bank a/c, building society) 3,000 0 0 3,000
Investments (e.g. ISA/unit trust/shares etc) 300 0 0 300
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 211,800 0 0 211,800
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 137,446 0 0 137,446
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 9,222 0 0 9,222
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 5,517 0 0 5,517
Unpaid income tax 2,500 0 0 2,500
Other liabilities 0 0 0 0
Total Assets less Liabilities 57,115 0 0 57,115
Total Liabilities 154,685 0 0 154,685
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,231 0 0 2,231
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,231 0 0 2,231
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 593 0 0 593
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) 271 0 0 271
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 200 0 0 200
HMRC payments (unpaid only) 500 0 0 500
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 140 0 0 140
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 300 0 0 300
Total Monthly Income less Expenditure 227 0 0 227
Total Expenditure 2,004 0 0 2,004
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