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Mortgage Case Study Scenarios ....

Mary and Stephen Casey

Steven Casey is a self-employed plumber aged 30. He has been in business for 4 years, prior to which he worked for a large local contractor. The business is financially buoyant and growing gradually.

Steven is married to Mary and they have two young children. Mary is a qualified accountant but has deferred progressing her career until her youngest child starts school. She does not think it will be difficult to find a suitable job. In the meantime, she helps Stephen with the books for his business.
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Judy Brown and Paul Williams

Judy and Paul are prospective first time buyers. They are getting married shortly and are looking for advice on house purchase. They would like to buy as soon as possible.
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Abigail and Mark Upton

Abigail and Mark Upton took out a mortgage five years ago. The account is now in arrears to the tune of £51,000, including repayment arrears of £1,100, (which represents three months payments). Their mortgage is linked to a low cost, with-profits endowment policy.
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