Thank you! Ok so more detail ..
Age: 50
Spouse’s/Partner's age: nope, just me
Annual gross income from employment or profession: 200k + potential bonus
Monthly take home pay ~9k
Type of employment: Regular employee
In general are you:
(a) spending more than you earn, or
(b) saving? yes
Rough estimate of value of home - 600k
Amount outstanding on your mortgage: 400k (recently purchased following divorce and have a fairly short mortgage on it)
What interest rate are you paying? 2.9% (I know, going back to look at this in the next couple of months)
Other borrowings – car loans/personal loans etc Bit of a car loan, planning to pay it off with bonus
Do you pay off your full credit card balance each month? Yes
If not, what is the balance on your credit card?
Savings and investments:
Do you have a pension scheme? Yes
Do you own any investment or other property? Yes but disposing of
Ages of children: youngest is still at home, due to start secondary school in Sept
Life insurance: yes, lots work and private