MORTGAGE ENQUIRY

If you or your spouse are under 55, or simply prefer to pay the interest each month instead of rolling it up, we may still be able to help you by advising on and arranging a mortgage. However, whether we can will depend on how much you will continue to receive in earnings or pensions

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE

For researching and arranging a scheme, we will charge a fee on completion, usually 1.5% of the amount released or facility arranged, with a minimum of 895. Should you prefer this solution, please complete our Mortgage Enquiry Form below and one of our advisers will contact you back shortly.

This information is being collected as background information for use when arranging an appointment with you.

The items marked * are required.

   

Applicant 1

Applicant 2

   

 

 

Title:

*

   

 

 

Forename or initials:

*

   

 

 

Surname:

*

   

 

 

Date of birth (dd/mm/yyyy):

*

   

 

 

Address:



*

   

 

 

Marital status:

*
       

Length of time at above address:

*

yearsmonths

yearsmonths

       

On electoral register?

*
   

 

 

Residential status:

*
       

Contact telephone:

*

   

 

 

E-Mail:

*

   

 

 

Fax:

 

 

 

 

YOUR CIRCUMSTANCES

 

 

 

 

 

Employment status:*

 

 

 

Employed gross basic annual earnings:

£

 

 

 

Other income per annum:

 

 

 - from guaranteed overtime/bonus

 *£

 £

 - from regular overtime/bonus

 *£

 £

 - from second job

 *£

 £

 - from investments

 *£

 £

 

 

 

Self employed: net trading profit

 

 

 - last year

£

 - previous year

£

 - year before

£

 

 

 

Have you ever been in arrears or failed to
keep up repayments on a loan/mortgage?

yes no

yes no

Have you ever been refused a loan or mortgage?

yes no

yes no

Have you ever had a County Court Judgement?

yes no

yes no

Have you ever defaulted on a loan or mortgage:

yes no

yes no

 

 

 

Loans/credit cards outstanding (excluding current mortgage if to be cleared):

£

£

 

 

 

Monthly repayments on the above:

£

£

 

 

REASON FOR ENQUIRY

*

 

 

 

PROPERTY TO BE BOUGHT/REMORTGAGED

 

 

 

 

Purchase price/approximate value:

 

 

 

MORTGAGE REQUIRED

 

 

 

 

 

Amountand type:

*

 

 

 

Term and rate preferred

* years

*

 

 

Existing mortgage lender, if any

 

 

OTHER INFORMATION OR COMMENTS:

I authorize you to use this information to acknowledge receipt of my information,to communicate with me regarding my enquiry, and to send me relevant information and offers from your company.
(If you do not want to receive information please untick box)

Equity Release UK

The FSA does not regulate some forms of mortgages


Advice On Money
Advice on Equity Release
freephone 0800 970 4882

Advice on Money is a trading style of Keith Hargraves who is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited is entered on the FCA register (http://www.fca.org.uk/register/) under reference 440703 and 440718.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is, therefore, targeted at customers based in the UK

For researching and arranging a scheme for you we will charge a fee on completion, usually 1.5% of the amount released or facility arranged, with a minimum of £895.

For researching and arranging a scheme for you we will charge a fee on completion, usually 1.5% of the amount released or facility arranged, with a minimum of £895.