Google translate:
  • Call our team:
    +34 963 156 011

  • Covering all
    Spain and Portugal
    Covering all
    Spain & Portugal

  • Office hours:
    Mon - Sat: 9am - 6pm: 9am-6pm

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Private Wealth Assessment Form

Private Wealth Assessment Form

Meet Howard Steel, our Premier Mortgage Consultant:
Dear client, Thank you for taking the time to complete our Private Wealth Affordability Assessment.
As you know, I advise MD Premier's HNW & UHNW (Ultra High Net Worth) clients on large property acquisitions, often requiring bespoke solutions for complex borrower structures. If this is not your case, please click here and complete our standard Affordability Assessment for a Spanish mortgage.
The form is designed to take you no longer than 10/15 minutes to complete. It will give me a good overview of your financial situation which will enable me to make my recommendations as to what I believe to be the most suitable product for you.
Should you have any questions whilst completing the form, please do feel free to contact me directly at any time.
Best wishes
Howard.

    Property Details

    Property details

    Please correct the errors highlighted below...
    SpainPortugal
    YesNo - expect to within 3 monthsNo - expect to within 6 monthsNo - expect to within 6-12 months +
    Variable rateFixed rateBoth
    YesNo
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    Personal Details

    Personal Details

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    YesNo
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    Income Details

    Income Details

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    First Applicant
    Years
    Months
    Careful! Sometimes people get this figure wrong, and it's very important. We require your monthly figure after any deductions have been made.
    YesNo
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    Debts/ExpensesDebts and Expenses

    Debts and Expenses

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    First Applicant
    Monthly worldwide debt payments
    No debts
    Mortgages
    Personal loans
    Credit cards
    Car finance
    Other debt
    Any monthly payments for non-debt related expenses?
    Rental payments
    Maintenance (following a divorce)
    Private school fees
    Other payments

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    Assets/InvestmentsAssets and Investments

    Assets and Investments

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    First Applicant
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    Additional Services

    Additional services

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    YesNo
    YesNo
    YesNo
    YesNo
    YesNo
    NoYes - InvestmentsYes - Tax planningYes - RetirementYes - Life/Medical insuranceYes - Car insuranceYes - Remortgage/Equity release (existing property)

    Yes
    Yes
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