You should remember that past performance is not necessarily a guide to the future. Market and currency movements may cause the value of units, and the value derived from them, to fall as well as rise and you may get back less than you invested when you decide to sell your units. The tax treatment of investments and pensions is not guaranteed and may change in the future.
Annual
Quarterly
Monthly
Weekly
Mortgage/Rent
Council Tax / Water Rates
Property/Contents Insurance
Life Insurance
Hire Purchase
Personal Loans / Credit Card
Coal/Oil/Gas/Heating
Electricity
Telephone
Car Tax /Insurance
Petrol / Servicing / Oil
TV Licence/Rental /Sky
School Expenses
Fares
Clothing /Shoes
Housekeeping /Food /Drink
Club Subscriptions
Newspapers /Magazines
Holidays /Expenses
Christmas
Other Expense
Other Expense
Other Expense
Total Expenditure (A)
Net Income (B)
Shortfall in Income (A) - (B)
Personal Weekly/Monthly Budget Planner
This form has been compiled to assist you in working out your commitments.
Simply put down your weekly/monthly/quarterly or annual expenditure items and work out the monthly or weekly equivalent from there.
If known, enter your net pension, deduct your expenditure and the difference is your total surplus or shortfall in income each week or month. If you have a
shortfall, then this is the amount of income your Capital must produce.
Simply put down your weekly/monthly/quarterly or annual expenditure items and work out the monthly or weekly equivalent from there.
If known, enter your net pension, deduct your expenditure and the difference is your total surplus or shortfall in income each week or month. If you have a
shortfall, then this is the amount of income your Capital must produce.
INDEPENDENT FINANCIAL ADVICE CENTRE
Authorised and Regulated by the Financial Services Authority
39 High Street
Billericay
Essex
CM12 9BA
Billericay
Essex
CM12 9BA
Call us today on
O1277 630873
O1277 630873
