Smart ideas about wealth
Our business
The Entrepreneur
Current position
Used assets
- House - £3,000,000
- Second property - £600,000
- Boat - £250,000
- Cars (including collection) - £150,000
- Art - £300,000
Liquid investments
- Cash - £6,000,000
- Managed investment portfolio - £2,500,000
- Managed pension plan - £1,400,000
Illiquid investments
- Property development - £1,100,000
- Shares in unlisted company - £1,250,000
- Hedge fund - £500,000
Bloomsbury thoughts
" the best way to own common stocks is through an index fund"Warren Buffett, Chairman of Berkshire Hathaway,” 1996
Bloomsbury and the Bloomsbury logo are registered trade marks used under an exclusive sub-licence from Raymond James Investment Services Limited (RJIS). RJIS is a member of the London Stock Exchange and is authorised and regulated by the Financial Services Authority. Registered in England and Wales number 3779657. Registered Office 77 Cornhill London EC3V 3QQ.