Business plan
Property investment objective (please tick all that apply)
To generate a sole source of income Capital appreciation
To generate an additional income stream Retirement planning
Other (please specify)
Date completed
Portfolio strategy
Property type (please select all that apply) House
Bungalow
Flat
New Build
Multi-unit
Tenant type (please select all that apply) Single tenancy agreement
Multiple tenancy agreement/HMO
Operating model
Do you use a letting agent? Yes No
How do you manage void periods?
Savings Income
Surplus rental income Personal liquid assets
Other (please specify)
Precise Mortgages is a trading name of Charter Court Financial Services Limited which is authorised by the Prudential Regulation Authority and regulated by the Financial
Conduct Authority and the Prudential Regulation Authority (Financial Services Register Firm Reference Number 494549). Registered in England and Wales with company
number 06749498. Registered ofce: 2 Charter Court, Broadlands, Wolverhampton WV10 6TD
01831 (12)
Applicant name
Experience as
landlord
Precise Mortgages
application reference(s)
Broker name and
contact details
1.
years
2.
years
3.
years
4.
years
PLEASE NOTE: this Business Plan should provide information to support this application. If necessary, we will accept single or combined
business plans to fully illustrate how the portfolio is managed.
We can provide literature in large print, Braille and audio tape. Please ask us for this leaet
in an alternative format if you need it.
