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ASEW Case Studies · Client Scenario: Priya and Marcus, Home Movers
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Client Scenario: Priya and Marcus, Home Movers

Case study walkthrough: Case Study 2 — Priya and Marcus, 34 and 36, Home Movers. Practise the model answers as exam-style adaptive questions.

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Client background

Scenario Priya (34, nurse, £32,000) and Marcus (36, self-employed electrician, average net profit £42,000 over 2 years).

Question 3

True or false?

Scenario Priya (34, nurse, £32,000) and Marcus (36, self-employed electrician, average net profit £42,000 over 2 years)

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Adviser Q&A

Question 5

Which term matches: "Joint income: £32,000 + £42,000 = £74,000. At 4.5× = £333,000. Property: £340,000."

Question 6

What does "Q2. How would the lender assess Marcus’s income?" mean?

Question 7

Type the term that means: "Joint income: £32,000 + £42,000 = £74,000. At 4.5× = £333,000. Property: £340,000."

Question 8

Match each term in "Adviser Q&A" to its meaning

Tap a term, then tap its matching definition.

Question 9

Fill in the blank

______ — Priority 1: Life assurance to cover the mortgage — joint life first death decreasing term for £240,000 over the mortgage term, or two single…

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Quick recap

Lock in the essentials before moving on.