Start Afresh Mediation
Your Financial Picture
This page is for figures only — there is nothing to attach here. This page simply brings the numbers together so we can see the overall picture at a glance.
Please complete only the parts that apply to you and leave the rest blank. If a number isn’t confirmed yet, include your best estimate.
Bank statements, credit card statements and other documents belong with your separate financial disclosure checklist.
Property
The family home, and any other property you own or part-own.
Bank & building society accounts
Include current and savings accounts, sole and joint.
| Bank / building society | Last 3 digits | In whose name | Balance (£) | |
|---|---|---|---|---|
Savings & investments
ISAs, shares, National Savings, unit trusts, or similar.
| Provider | Type | In whose name | Value (£) | |
|---|---|---|---|---|
Life insurance & policies
Only policies with a cash-in value — write “N/A” if a policy doesn’t have one.
| Insurer | In whose name | Surrender value (£ or N/A) | |
|---|---|---|---|
Vehicles
Any loan or PCP finance on a vehicle goes in the debts section below, not here.
| Make & model | In whose name | Value (£) | |
|---|---|---|---|
Personal belongings over £1,000
Jewellery, art, collections, or similar single items.
| Description | In whose name | Value (£) | |
|---|---|---|---|
Business assets
Any business you own or have a share in.
| Business name | Your share / interest | Estimated value (£) | |
|---|---|---|---|
Pensions
Use the Cash Equivalent (CETV) figure from your provider’s statement — this is the one that can take weeks to arrive, so chase it early.
| Provider | In whose name | Cash equivalent value (£) | |
|---|---|---|---|
Debts & liabilities
Mortgages are already covered under Property, above — no need to list them again here. Just the balance is needed for credit cards, not a statement.
| Type | Lender / company | In whose name | Balance owed (£) | |
|---|---|---|---|---|
Net monthly income
Take-home figures, after tax — an average is fine if it varies.