The form below will help you to look at your income and expenditure and will form part of your mortgage application process. However, at this stage it is only a guide and your mortgage adviser will help you further when completing this form within your mortgage application process. We may ask you for additional information regarding your future income and expenditure to ensure that the loan is affordable to you.
We recommend that you complete the Budget Planner prior to a mortgage appointment as it is sometimes difficult to remember everything that you pay out on a monthly basis and this will ensure that you have taken into account all of your expenditure. You also have the option to save and print the form.