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01494 817151 advice@fmifa.com
 * Client Area
 * News
 * Publications
 * Our Team
 * Contact Us

 * Wealth Management
 * Retirement Planning
 * Equity Release
 * Corporate Benefits

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BUDGET CALCULATOR

When considering your retirement planning, it’s very helpful for you to
understand your spending pattern.  Use the calculator below to determine your
spare income each month.  If a field doesn’t apply to you, leave the zero in
it.  Enter numbers only.  Do not enter symbols, commas or letters i.e. do not
enter: £10,000.99, instead enter: 10000.99.


INCOME

Monthly pay of 1st client:
£
Monthly pay of 1st client:


Monthly pay of 2nd client:
£
Monthly pay of 2nd client


Other income:
£
Other Income



TOTAL MONTHLY INCOME

£

Total Monthly Income




EXPENSES

Mortgage / Rent:
£
Mortgage / Rent


Gas:
£
Gas


Electricity:
£
Electricity


Water:
£
Water


Council Tax:
£
Council Tax


Ground rent / service charge:
£
Ground rent / service charge


Food:
£
Food


Telephone / Broadband:
£
Telephone / Broadband


Mobile(s):
£
Mobile(s)


Television licence:
£
Television licence


Digital / Cable TV:
£
Digital / Cable TV


Credit cards / Store cards:
£
Credit cards / Store cards


Loans:
£
Loans


Vehicle: (Insurance, fuel, road tax, parking etc.)
£
Vehicle Costs


Travel:
(fares, season tickets etc.)
£
Travel


Life Assurance:
£
Life Assurance


Content and Building Insurance:
£
Content and Building Insurance


Other Insurances:
£
Other Insurances


Regular Savings & Investments:
£
Regular Savings & Investments


Charity Donations:
£
Regular Savings & Investments


Home repairs/improvements:
£
Regular Savings & Investments


Home Maintenance:
(cleaner, gardener, window cleaner etc.)
£
Home Maintenance


School fees / Childminding fees:
£
School / Childminding fees


Clubs / Societies / Magazines & newspapers:
£
Clubs / Societies / Magazines & Newspapers


Hobbies:
£
Clubs / Societies / Magazines & Newspapers


Gym Membership:
£
Clubs / Societies / Magazines & Newspapers


Clothing:
£
Clothing


Holidays:
£
Holidays


Entertainment
£
Entertainment


Pets / Vet Bills:
£
Entertainment


Other Monthly Expenses
£
Other Monthly Expenses



TOTAL MONTHLY EXPENSES

£

Total Monthly Expenses




SPARE MONTHLY INCOME


£

Spare Monthly Income



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Elliot ClarkPhilip HarperAndy RobinsonMatthew WrightVanessa CarverPaul Wakefield


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Complaints Policy   |  Cookie Policy   |   Privacy Statement

Financial management is a trading style of Philip Harper LLP, which is
authorised and regulated by the Financial Conduct Authority. Registration No
485423  register.fca.org.uk

Philip Harper is a Limited Liability Partnership.
Registered in England and Wales. Number: OC338200






THE FORM HAS BEEN SUBMITTED

Thank you for this confirmation to invest additional funds to your General
Investment Account. We will confirm the bank account to transfer the funds and a
reference number. Once the top up has been applied to your tax-free investment
account, the Client Support Team will confirm this and provide you with an
updated valuation.


THE FORM HAS BEEN SUBMITTED

Thank you for this confirmation to invest additional funds to your ISA. We will
confirm the bank account to transfer the funds and a reference number. Once the
top up has been applied to your tax-free investment account, the Client Support
Team will confirm this and provide you with an updated valuation.