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 600,000 0 0 600,000
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 2,800 0 0 2,800
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 602,800 0 0 602,800
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 341,630 0 0 341,630
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 2,529 0 0 2,529
Unpaid income tax 0 0 0 0
Other liabilities 54 0 0 54
Total Assets less Liabilities 258,587 0 0 258,587
Total Liabilities 344,213 0 0 344,213
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 4,400 0 0 4,400
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 4,400 0 0 4,400
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 1,727 0 0 1,727
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 0 0 0
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) 116 0 0 116
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 400 0 0 400
Total Monthly Income less Expenditure 2,057 0 0 2,057
Total Expenditure 2,343 0 0 2,343
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