Newcastle upon Tyne IFA (Independent Financial Adviser) - Lowes Financial Management

Mortgage Calculator

How much do you want to borrow? e.g. 150000

What is the Interest Rate on offer? e.g. 4.5

How many years will the Mortgage run for? e.g. 25

Monthly Payments

Capital Repayment Mortgage

Interest Only Mortgage

Personal Pension Calculator

Please change the standard assumptions if necessary

Sex

Age

Current Salary

Expected Salary Increase (%)

Expected Retirement Age

Your Tax Rate

Current Pension Details (please enter either monthly premium and fund value OR an estimated value)

Current Monthly Premium (£)

Current Fund Value (£)

Estimated Current Value (£)

Assumptions

Net Growth Per Year %

Initial Charge %

Projected Salary

As an example of target income

Two Thirds Projected Salary

Final Fund Value Needed (assuming no tax-free cash is paid)

Shortfall Calculator

Level Monthly Premium

Escalating Monthly Premium

These amounts assume an annuity providing the target income on the following basis: single life, no guarantee, paid monthly in advance.

Pension Increase During Retirement 0% 3% 5%

The above is for guidance purposes only

Savings & Investments Calculator

Please change the standard assumptions if necessary

Investment Type Lump Sum Monthly

Payment Type Level Increasing %

Amount (£)

Timescale (to nearest year)

Assumptions

Growth Per Year

Initial Charge %

Annual Charge %

Results

Total

Financial Calculators

Mortgage Calculator

Monthly Payments

Personal Pension Calculator

Please change the standard assumptions if necessary

Current Pension Details (please enter either monthly premium and fund value OR an estimated value)

Assumptions

As an example of target income

Shortfall Calculator

These amounts assume an annuity providing the target income on the following basis: single life, no guarantee, paid monthly in advance.

The above is for guidance purposes only

Savings & Investments Calculator

Please change the standard assumptions if necessary

Assumptions

Results

Warning