Would you like our panel to consider your case?
We don't guarantee to use all applications, and there's no guarantee how quickly we may get to yours.
To apply, please email the blog with your story on theministryoffi@gmail.com.
To help us get a good overview of your situation please tell us as much of the following as possible.
If you share finances with a partner and wish the situations looked at jointly, please include details for both of you.
Age(s)
Kids & ages
Earnings:
Salary
Side hustle income
Monthly spending
Monthly spare gap for saving
Work pension
DB or DC?
Regular contributions
Salary sacrifice?
Employer match details
Balance
Regular contribution
Provider
Funds
Former work pensions:
Balance
Provider
Funds
Personal pension/SIPP:
Balance
Regular contribution
Provider
Funds
S&S ISA savings:
Balance
Regular contribution
Provider
Funds
Cash ISA savings:
Balance
Regular contribution
Provider
Interest rate
Lock-in period
Premium bonds balance
Other cash savings balance
Other investments balance
Emergency fund balance, and is this included in anything above such as premium bonds or cash savings?
Debts
Balances
Interest rates
Own home:
Value
Mortgage balance outstanding
Mortgage interest rate
Rate expiry date
Term remaining
Investment properties:
Value
Mortgage balance outstanding
Mortgage interest rate
Rate expiry date
Rent
Agent costs
Maintenance costs
Void periods history?
Anticipated inheritances
Goals Retire early?
Up/Downsize house?
Gifts to kids?
Other?
Other relevant info
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