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 230,000 0 0 230,000
Car 23,000 0 0 23,000
Savings (e.g. bank a/c, building society) 3,000 0 0 3,000
Investments (e.g. ISA/unit trust/shares etc) 40,000 0 0 40,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 296,000 0 0 296,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 36,776 0 0 36,776
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 216 0 0 216
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 726 0 0 726
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 258,282 0 0 258,282
Total Liabilities 37,718 0 0 37,718
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,547 0 0 3,547
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 3,547 0 0 3,547
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 413 0 0 413
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 726 0 0 726
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 200 0 0 200
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 500 0 0 500
Total Monthly Income less Expenditure 1,708 0 0 1,708
Total Expenditure 1,839 0 0 1,839
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