It would be easier to offer above if you fill in the money makeover info sheet. Be sure to include interest rates etc.
Age:
Spouse’s/Partner's age:
Annual gross income from employment or profession:
Annual gross income of spouse:
Monthly take-home pay
Type of employment: e.g. Civil Servant, self-employed
In general are you:
(a) spending more than you earn, or
(b) saving?
Rough estimate of value of home
Amount outstanding on your mortgage:
What interest rate are you paying?
Other borrowings – car loans/personal loans etc
Do you pay off your full credit card balance each month?
If not, what is the balance on your credit card?
Savings and investments:
Do you have a pension scheme?
Do you own any investment or other property?
Ages of children:
Life insurance: