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 325,000 0 0 325,000
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 12,269 0 0 12,269
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 337,269 0 0 337,269
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 86,521 0 0 86,521
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 1,235 0 0 1,235
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 5,521 0 0 5,521
Unpaid income tax 0 0 0 0
Other liabilities 5,001 0 0 5,001
Total Assets less Liabilities 238,991 0 0 238,991
Total Liabilities 98,278 0 0 98,278
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,000 0 0 3,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 110 0 0 110
Total Income 3,110 0 0 3,110
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 538 0 0 538
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) 65 0 0 65
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 350 0 0 350
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 455 0 0 455
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 877 0 0 877
Total Monthly Income less Expenditure 825 0 0 825
Total Expenditure 2,285 0 0 2,285
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