What is a financial assessment?

You must complete a financial assessment to apply for a shared ownership home. 

For those with accessibility needs, this video transcript can be found here:

A financial assessment is a ten-minute phone call with your financial advisor, where you’ll discuss your mortgage options and make sure the purchase is affordable for you.

This is a great opportunity to discuss any financial questions you may have, whether that be about your own finances or the process of buying a home.

Once complete, the mortgage advisor will send across your assessment to us, so you don’t have to!