Personal details
For each person to be included: name and age, contact details, proposed retirement age(s), and any adverse credit details.
Income
Payslips / P60s for PAYE, last 2 years’ tax computations or limited company accounts if self-employed. Confirmation of any bonus, commission or non-guaranteed income. If income proof documents are unavailable you need to specify the income levels you want used in the report.
Other income
Whether the report should include any other income sources, for example child or spousal maintenance.
Credit commitments
List of all current mortgages and credit commitments (loans, credit cards, car finance etc.) and indicate whether they will remain in place or be repaid prior to any new mortgage. Anything being repaid can be ignored from our report.
Other financial commitments
The level of child and/or spousal maintenance that will be paid, number of financial dependents (and their ages), any other outgoings you think are relevant.
The parameters of the report
Tell us how many scenarios or variables you want our report to include. Two scenarios are included in the standard price with an additional £25 per extra scenario.
Instruct a report
Single report £250. Joint report £450. Two affordability scenarios included; extra scenarios £25 each. Typically within 48 hours. Send a short enquiry and we will return the data-capture form.
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